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 | $256,551 | $82,882+209.5% | $127,761+100.8% | $72,985+251.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 21.26% | 32.20%-10.9pp | 26.14%-4.9pp | 81.00%-59.7pp |
| Employer contribution / active EE | $5,492 | $3,346+64.1% | $4,574+20.1% | $2,440+125.1% |
| Participant deferral / active EE | $16,699 | $4,791+248.6% | $6,021+177.3% | $3,607+362.9% |
| Admin fee / account holder | $48,751 | $6,487+651.5% | $9,395+418.9% | $5,124+851.4% |