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 | $283,974 | $54,762+418.6% | $90,281+214.5% | $72,985+289.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.51% | 30.63%-8.1pp | 78.10%-55.6pp | 81.00%-58.5pp |
| Employer contribution / active EE | $9,079 | $2,092+333.9% | $2,854+218.1% | $2,440+272.1% |
| Participant deferral / active EE | $9,207 | $2,887+218.9% | $3,885+137.0% | $3,607+155.2% |
| Admin fee / account holder | $5,814 | $3,972+46.4% | $5,351+8.6% | $5,124+13.5% |