See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,474 | $109,413+177.4% | $156,263+94.2% | $84,808+257.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.23% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,751 | $2,907+97.8% | $4,333+32.7% | $2,631+118.6% |
| Participant deferral / active EE | $5,306 | $4,590+15.6% | $6,158-13.8% | $4,212+26.0% |
| Admin fee / account holder | $2,024 | $9,357-78.4% | $14,255-85.8% | $7,344-72.4% |