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 | $473,825 | $146,267+223.9% | $197,124+140.4% | $82,448+474.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 17.37% | 29.61%-12.2pp | 44.34%-27.0pp | 41.64%-24.3pp |
| Employer contribution / active EE | $9,627 | $4,723+103.8% | $6,227+54.6% | $2,551+277.4% |
| Participant deferral / active EE | $16,358 | $7,035+132.5% | $9,135+79.1% | $4,139+295.2% |
| Admin fee / account holder | $13,944 | $14,422-3.3% | $16,298-14.4% | $7,234+92.7% |