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 | $331,203 | $59,839+453.5% | $81,983+304.0% | $79,858+314.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 14.28% | 17.56%-3.3pp | 41.31%-27.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $7,664 | $1,713+347.3% | $2,498+206.8% | $2,471+210.2% |
| Participant deferral / active EE | $7,172 | $2,695+166.1% | $3,722+92.7% | $3,740+91.8% |
| Admin fee / account holder | $29,482 | $4,287+587.7% | $5,664+420.5% | $5,306+455.6% |