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 | $360,646 | $84,233+328.2% | $170,442+111.6% | $70,131+414.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.09% | 23.06%-8.0pp | 205.93%-190.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $12,604 | $3,387+272.1% | $5,433+132.0% | $2,342+438.1% |
| Participant deferral / active EE | $4,755 | $3,086+54.1% | $4,939-3.7% | $3,332+42.7% |
| Admin fee / account holder | $4,724 | $5,698-17.1% | $13,880-66.0% | $4,645+1.7% |