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 | $272,195 | $89,355+204.6% | $141,162+92.8% | $72,985+272.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.30% | 111.85%-91.5pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,573 | $3,114-49.5% | $4,735-66.8% | $2,440-35.5% |
| Participant deferral / active EE | $10,295 | $5,418+90.0% | $6,709+53.5% | $3,607+185.4% |
| Admin fee / account holder | $14,121 | $5,958+137.0% | $10,261+37.6% | $5,124+175.6% |