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 | $311,166 | $65,365+376.0% | $92,893+235.0% | $72,985+326.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.81% | 42.10%-24.3pp | 109.41%-91.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $11,727 | $2,594+352.0% | $3,653+221.0% | $2,440+380.6% |
| Participant deferral / active EE | $11,447 | $3,128+265.9% | $4,236+170.2% | $3,607+217.3% |
| Admin fee / account holder | $3,707 | $4,251-12.8% | $5,794-36.0% | $5,124-27.7% |