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 | $262,748 | $101,724+158.3% | $164,813+59.4% | $80,856+225.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 15.98% | 16.72%-0.7pp | 69.93%-53.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $9,591 | $2,953+224.7% | $4,341+120.9% | $2,755+248.1% |
| Participant deferral / active EE | $10,427 | $4,477+132.9% | $6,031+72.9% | $4,296+142.7% |
| Admin fee / account holder | $3,585 | $8,227-56.4% | $12,690-71.8% | $6,918-48.2% |