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 | $355,873 | $138,347+157.2% | $184,203+93.2% | $80,856+340.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.69% | 20.02%-4.3pp | 28.81%-13.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $5,916 | $4,850+22.0% | $6,427-7.9% | $2,755+114.8% |
| Participant deferral / active EE | $10,498 | $7,071+48.5% | $9,131+15.0% | $4,296+144.4% |
| Admin fee / account holder | $25,959 | $10,483+147.6% | $13,901+86.7% | $6,918+275.2% |