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 | $277,185 | $101,724+172.5% | $164,813+68.2% | $80,856+242.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.78% | 16.72%-2.9pp | 69.93%-56.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $5,456 | $2,953+84.7% | $4,341+25.7% | $2,755+98.0% |
| Participant deferral / active EE | $12,502 | $4,477+179.2% | $6,031+107.3% | $4,296+191.0% |
| Admin fee / account holder | $511 | $8,227-93.8% | $12,690-96.0% | $6,918-92.6% |