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 | $300,188 | $93,571+220.8% | $135,903+120.9% | $75,163+299.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.39% | 30.90%-13.5pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $8,260 | $3,537+133.6% | $4,856+70.1% | $2,670+209.4% |
| Participant deferral / active EE | $14,646 | $6,404+128.7% | $7,758+88.8% | $4,125+255.1% |
| Admin fee / account holder | $5,527 | $6,975-20.8% | $10,762-48.6% | $5,651-2.2% |