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 | $433,213 | $109,359+296.1% | $162,163+167.1% | $72,985+493.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.74% | 25.46%-0.7pp | 115.59%-90.8pp | 81.00%-56.3pp |
| Employer contribution / active EE | $19,874 | $3,907+408.6% | $5,614+254.0% | $2,440+714.6% |
| Participant deferral / active EE | $13,463 | $5,481+145.6% | $7,298+84.5% | $3,607+273.2% |
| Admin fee / account holder | $3,109 | $7,972-61.0% | $10,843-71.3% | $5,124-39.3% |