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 | $258,589 | $80,717+220.4% | $154,803+67.0% | $84,808+204.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.26% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $10,815 | $2,761+291.7% | $4,305+151.2% | $2,631+311.1% |
| Participant deferral / active EE | $7,249 | $3,303+119.5% | $5,540+30.8% | $4,212+72.1% |
| Admin fee / account holder | $6,006 | $6,746-11.0% | $14,329-58.1% | $7,344-18.2% |