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 | $325,287 | $78,926+312.1% | $136,749+137.9% | $84,808+283.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 16.49% | 18.17%-1.7pp | 24.33%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $6,584 | $2,134+208.5% | $3,400+93.7% | $2,631+150.3% |
| Participant deferral / active EE | $7,738 | $3,168+144.2% | $4,692+64.9% | $4,212+83.7% |
| Admin fee / account holder | $2,837 | $6,369-55.5% | $11,386-75.1% | $7,344-61.4% |