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 | $271,772 | $47,848+468.0% | $81,478+233.6% | $70,131+287.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 13.80% | 27.25%-13.4pp | 38.78%-25.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $7,241 | $1,527+374.2% | $2,568+182.0% | $2,342+209.1% |
| Participant deferral / active EE | $4,689 | $2,453+91.1% | $3,537+32.6% | $3,332+40.7% |
| Admin fee / account holder | $3,719 | $3,145+18.3% | $4,561-18.5% | $4,645-19.9% |