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 | $371,745 | $88,042+322.2% | $138,135+169.1% | $79,858+365.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 10.74% | 20.58%-9.8pp | 20.51%-9.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $10,515 | $3,103+238.8% | $5,587+88.2% | $2,471+325.6% |
| Participant deferral / active EE | $9,349 | $4,704+98.7% | $6,431+45.4% | $3,740+150.0% |
| Admin fee / account holder | $13,953 | $7,791+79.1% | $11,856+17.7% | $5,306+163.0% |