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 | $317,954 | $54,762+480.6% | $90,281+252.2% | $72,985+335.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.64% | 30.63%-8.0pp | 78.10%-55.5pp | 81.00%-58.4pp |
| Employer contribution / active EE | $7,844 | $2,092+274.9% | $2,854+174.8% | $2,440+221.5% |
| Participant deferral / active EE | $9,003 | $2,887+211.9% | $3,885+131.7% | $3,607+149.6% |
| Admin fee / account holder | $10,414 | $3,972+162.2% | $5,351+94.6% | $5,124+103.2% |