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 | $287,589 | $81,248+254.0% | $155,509+84.9% | $80,856+255.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.92% | 33.31%-16.4pp | 64.67%-47.7pp | 35.59%-18.7pp |
| Employer contribution / active EE | $12,759 | $3,100+311.5% | $4,672+173.1% | $2,755+363.2% |
| Participant deferral / active EE | $9,909 | $3,452+187.1% | $5,626+76.1% | $4,296+130.7% |
| Admin fee / account holder | $4,232 | $7,997-47.1% | $15,912-73.4% | $6,918-38.8% |