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 | $261,104 | $83,477+212.8% | $125,175+108.6% | $72,985+257.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.64% | 25.78%-3.1pp | 43.79%-21.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,135 | $2,345-51.6% | $3,865-70.6% | $2,440-53.5% |
| Participant deferral / active EE | $6,311 | $3,585+76.0% | $4,937+27.8% | $3,607+74.9% |
| Admin fee / account holder | $18,686 | $5,517+238.7% | $9,702+92.6% | $5,124+264.7% |