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 | $258,770 | $138,347+87.0% | $184,203+40.5% | $80,856+220.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.27% | 20.02%-8.7pp | 28.81%-17.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $10,517 | $4,850+116.8% | $6,427+63.6% | $2,755+281.8% |
| Participant deferral / active EE | $12,501 | $7,071+76.8% | $9,131+36.9% | $4,296+191.0% |
| Admin fee / account holder | $6,137 | $10,483-41.5% | $13,901-55.9% | $6,918-11.3% |