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 | $280,993 | $83,477+236.6% | $125,175+124.5% | $72,985+285.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 25.49% | 25.78%-0.3pp | 43.79%-18.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $10,062 | $2,345+329.0% | $3,865+160.3% | $2,440+312.4% |
| Participant deferral / active EE | $4,084 | $3,585+13.9% | $4,937-17.3% | $3,607+13.2% |
| Admin fee / account holder | $1,184 | $5,517-78.5% | $9,702-87.8% | $5,124-76.9% |