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 | $272,619 | $87,013+213.3% | $106,213+156.7% | $80,856+237.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.23% | 17.05%-2.8pp | 116.14%-101.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $10,044 | $2,395+319.3% | $3,171+216.7% | $2,755+264.6% |
| Participant deferral / active EE | $5,458 | $3,986+36.9% | $5,016+8.8% | $4,296+27.1% |
| Admin fee / account holder | $9,704 | $8,431+15.1% | $11,033-12.0% | $6,918+40.3% |