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 | $283,028 | $80,717+250.6% | $154,803+82.8% | $84,808+233.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.30% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $11,790 | $2,761+327.0% | $4,305+173.8% | $2,631+348.1% |
| Participant deferral / active EE | $9,687 | $3,303+193.3% | $5,540+74.8% | $4,212+130.0% |
| Admin fee / account holder | $2,989 | $6,746-55.7% | $14,329-79.1% | $7,344-59.3% |