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 | $369,546 | $86,929+325.1% | $102,423+260.8% | $80,856+357.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 19.29% | 18.88%+0.4pp | 29.32%-10.0pp | 35.59%-16.3pp |
| Employer contribution / active EE | $2,981 | $2,369+25.8% | $3,023-1.4% | $2,755+8.2% |
| Participant deferral / active EE | $8,805 | $4,118+113.8% | $5,053+74.3% | $4,296+105.0% |
| Admin fee / account holder | $46,252 | $8,049+474.6% | $9,451+389.4% | $6,918+568.6% |