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 | $368,638 | $148,978+147.4% | $200,582+83.8% | $84,808+334.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.97% | 28.16%-10.2pp | 42.33%-24.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $9,062 | $4,815+88.2% | $6,419+41.2% | $2,631+244.4% |
| Participant deferral / active EE | $15,767 | $7,142+120.8% | $9,331+69.0% | $4,212+274.4% |
| Admin fee / account holder | $7,191 | $13,977-48.6% | $16,305-55.9% | $7,344-2.1% |