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 | $358,889 | $91,552+292.0% | $133,956+167.9% | $79,858+349.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.65% | 61.85%-45.2pp | 45.09%-28.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $13,650 | $2,384+472.7% | $3,919+248.3% | $2,471+452.5% |
| Participant deferral / active EE | $6,907 | $3,733+85.0% | $5,048+36.8% | $3,740+84.7% |
| Admin fee / account holder | $5,355 | $6,321-15.3% | $8,927-40.0% | $5,306+0.9% |