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 | $257,095 | $123,793+107.7% | $177,821+44.6% | $79,858+221.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.24% | 22.82%-11.6pp | 48.32%-37.1pp | 31.71%-20.5pp |
| Employer contribution / active EE | $11,111 | $4,095+171.3% | $5,918+87.7% | $2,471+349.7% |
| Participant deferral / active EE | $4,391 | $5,956-26.3% | $7,714-43.1% | $3,740+17.4% |
| Admin fee / account holder | $5,470 | $7,243-24.5% | $12,427-56.0% | $5,306+3.1% |