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 | $329,191 | $140,588+134.2% | $123,104+167.4% | $125,391+162.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.29% | 16.80%-15.5pp | 13.22%-11.9pp | 282.22%-280.9pp |
| Employer contribution / active EE | $11,078 | $6,041+83.4% | $5,151+115.1% | $4,866+127.7% |
| Participant deferral / active EE | $12,026 | $6,980+72.3% | $6,230+93.0% | $5,352+124.7% |
| Admin fee / account holder | $61,302 | $11,198+447.4% | $9,015+580.0% | $9,540+542.5% |