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 | $288,597 | $93,571+208.4% | $135,903+112.4% | $75,163+284.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.23% | 30.90%-10.7pp | 68.23%-48.0pp | 160.62%-140.4pp |
| Employer contribution / active EE | $11,286 | $3,537+219.1% | $4,856+132.4% | $2,670+322.7% |
| Participant deferral / active EE | $10,953 | $6,404+71.0% | $7,758+41.2% | $4,125+165.5% |
| Admin fee / account holder | $6,643 | $6,975-4.8% | $10,762-38.3% | $5,651+17.6% |