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 | $332,278 | $109,881+202.4% | $150,045+121.5% | $84,808+291.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.26% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $7,273 | $3,561+104.2% | $4,693+55.0% | $2,631+176.4% |
| Participant deferral / active EE | $10,028 | $6,636+51.1% | $7,997+25.4% | $4,212+138.1% |
| Admin fee / account holder | $9,800 | $8,568+14.4% | $13,435-27.1% | $7,344+33.4% |