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 | $315,068 | $93,071+238.5% | $74,583+322.4% | $273,961+15.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.70% | 26.18%-18.5pp | 20.47%-12.8pp | 41.45%-33.7pp |
| Employer contribution / active EE | $11,267 | $3,160+256.6% | $2,525+346.2% | $4,869+131.4% |
| Participant deferral / active EE | $11,114 | $4,160+167.2% | $3,458+221.4% | $5,287+110.2% |
| Admin fee / account holder | $865 | $5,272-83.6% | $4,138-79.1% | $10,132-91.5% |