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 | $313,665 | $76,552+309.7% | $123,892+153.2% | $62,891+398.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.61% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $6,798 | $2,883+135.8% | $4,617+47.3% | $2,281+198.1% |
| Participant deferral / active EE | $17,016 | $4,840+251.6% | $5,984+184.4% | $3,203+431.3% |
| Admin fee / account holder | $33,782 | $4,826+600.0% | $8,357+304.2% | $4,296+686.4% |