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 | $332,706 | $138,347+140.5% | $184,203+80.6% | $80,856+311.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.51% | 20.02%-8.5pp | 28.81%-17.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $10,103 | $4,850+108.3% | $6,427+57.2% | $2,755+266.7% |
| Participant deferral / active EE | $15,632 | $7,071+121.1% | $9,131+71.2% | $4,296+263.9% |
| Admin fee / account holder | $16,459 | $10,483+57.0% | $13,901+18.4% | $6,918+137.9% |