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 | $251,676 | $95,453+163.7% | $112,040+124.6% | $82,448+205.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.58% | 23.92%-7.3pp | 24.52%-7.9pp | 41.64%-25.1pp |
| Employer contribution / active EE | $3,358 | $2,318+44.9% | $2,954+13.7% | $2,551+31.6% |
| Participant deferral / active EE | $11,376 | $4,224+169.3% | $5,098+123.2% | $4,139+174.8% |
| Admin fee / account holder | $18,102 | $9,013+100.8% | $12,098+49.6% | $7,234+150.2% |