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 | $363,819 | $56,053+549.1% | $75,972+378.9% | $80,856+350.0% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 13.79% | 20.53%-6.7pp | 359.55%-345.8pp | 35.59%-21.8pp |
| Employer contribution / active EE | $9,387 | $1,874+400.9% | $2,685+249.6% | $2,755+240.7% |
| Participant deferral / active EE | $10,632 | $3,052+248.4% | $4,255+149.8% | $4,296+147.5% |
| Admin fee / account holder | $2,465 | $5,234-52.9% | $6,467-61.9% | $6,918-64.4% |