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 | $267,187 | $109,359+144.3% | $162,163+64.8% | $72,985+266.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.44% | 25.46%-1.0pp | 115.59%-91.2pp | 81.00%-56.6pp |
| Employer contribution / active EE | $10,185 | $3,907+160.7% | $5,614+81.4% | $2,440+317.5% |
| Participant deferral / active EE | $8,746 | $5,481+59.6% | $7,298+19.8% | $3,607+142.4% |
| Admin fee / account holder | $1,854 | $7,972-76.7% | $10,843-82.9% | $5,124-63.8% |