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 | $337,017 | $109,359+208.2% | $162,163+107.8% | $72,985+361.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.86% | 25.46%-5.6pp | 115.59%-95.7pp | 81.00%-61.1pp |
| Employer contribution / active EE | $4,022 | $3,907+2.9% | $5,614-28.4% | $2,440+64.8% |
| Participant deferral / active EE | $3,956 | $5,481-27.8% | $7,298-45.8% | $3,607+9.7% |
| Admin fee / account holder | $107,805 | $7,972+1252.3% | $10,843+894.3% | $5,124+2003.8% |