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 | $295,382 | $125,758+134.9% | $169,993+73.8% | $75,163+293.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.05% | 27.20%-12.1pp | 53.37%-38.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $9,599 | $4,615+108.0% | $6,785+41.5% | $2,670+259.5% |
| Participant deferral / active EE | $14,408 | $6,837+110.7% | $10,408+38.4% | $4,125+249.3% |
| Admin fee / account holder | $7,504 | $8,173-8.2% | $12,815-41.4% | $5,651+32.8% |