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 | $260,320 | $58,523+344.8% | $99,443+161.8% | $72,985+256.7% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 16.86% | 28.51%-11.6pp | 30.72%-13.9pp | 81.00%-64.1pp |
| Employer contribution / active EE | $7,933 | $1,512+424.7% | $2,540+212.4% | $2,440+225.2% |
| Participant deferral / active EE | $10,428 | $2,606+300.2% | $3,619+188.2% | $3,607+189.1% |
| Admin fee / account holder | $8,814 | $4,102+114.9% | $6,250+41.0% | $5,124+72.0% |