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 | $266,182 | $77,634+242.9% | $156,549+70.0% | $62,891+323.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.50% | 50.32%-40.8pp | 32.23%-22.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $23,080 | $3,444+570.2% | $5,501+319.6% | $2,281+911.9% |
| Participant deferral / active EE | $14,278 | $3,045+368.8% | $4,871+193.1% | $3,203+345.8% |
| Admin fee / account holder | $5,068 | $5,561-8.9% | $13,027-61.1% | $4,296+18.0% |