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 | $318,213 | $109,359+191.0% | $162,163+96.2% | $72,985+336.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.22% | 25.46%-2.2pp | 115.59%-92.4pp | 81.00%-57.8pp |
| Employer contribution / active EE | $14,419 | $3,907+269.0% | $5,614+156.9% | $2,440+491.0% |
| Participant deferral / active EE | $10,868 | $5,481+98.3% | $7,298+48.9% | $3,607+201.3% |
| Admin fee / account holder | $9,575 | $7,972+20.1% | $10,843-11.7% | $5,124+86.9% |