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 | $516,650 | $101,724+407.9% | $164,813+213.5% | $80,856+539.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.24% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $39,733 | $2,953+1245.3% | $4,341+815.3% | $2,755+1342.3% |
| Participant deferral / active EE | $4,002 | $4,477-10.6% | $6,031-33.6% | $4,296-6.8% |
| Admin fee / account holder | $3,429 | $8,227-58.3% | $12,690-73.0% | $6,918-50.4% |