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 | $375,147 | $215,361+74.2% | $171,082+119.3% | $273,961+36.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.50% | 25.14%-21.6pp | 32.56%-29.1pp | 41.45%-38.0pp |
| Employer contribution / active EE | $12,160 | $4,967+144.8% | $4,002+203.9% | $4,869+149.8% |
| Participant deferral / active EE | $9,337 | $5,543+68.4% | $4,797+94.6% | $5,287+76.6% |
| Admin fee / account holder | $35,181 | $10,846+224.4% | $8,520+312.9% | $10,132+247.2% |