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 | $276,401 | $80,673+242.6% | $101,326+172.8% | $84,808+225.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 15.56% | 38.95%-23.4pp | 36.82%-21.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,813 | $2,698+41.3% | $3,665+4.0% | $2,631+44.9% |
| Participant deferral / active EE | $8,029 | $6,840+17.4% | $7,994+0.4% | $4,212+90.6% |
| Admin fee / account holder | $7,541 | $12,784-41.0% | $11,185-32.6% | $7,344+2.7% |