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 | $317,495 | $132,239+140.1% | $105,722+200.3% | $273,961+15.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 4.17% | 10.07%-5.9pp | 12.25%-8.1pp | 41.45%-37.3pp |
| Employer contribution / active EE | $9,006 | $4,867+85.0% | $4,079+120.8% | $4,869+85.0% |
| Participant deferral / active EE | $15,037 | $6,233+141.2% | $5,326+182.3% | $5,287+184.4% |
| Admin fee / account holder | $49,024 | $12,032+307.4% | $8,308+490.1% | $10,132+383.9% |