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 | $254,219 | $83,477+204.5% | $125,175+103.1% | $72,985+248.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.47% | 25.78%-3.3pp | 43.79%-21.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $7,785 | $2,345+231.9% | $3,865+101.4% | $2,440+219.1% |
| Participant deferral / active EE | $6,789 | $3,585+89.4% | $4,937+37.5% | $3,607+88.2% |
| Admin fee / account holder | $14,405 | $5,517+161.1% | $9,702+48.5% | $5,124+181.1% |