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 | $260,637 | $180,028+44.8% | $138,135+88.7% | $158,922+64.0% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 6.84% | 21.68%-14.8pp | 20.51%-13.7pp | 302.83%-296.0pp |
| Employer contribution / active EE | $11,875 | $7,470+59.0% | $5,587+112.6% | $4,761+149.4% |
| Participant deferral / active EE | $14,911 | $7,717+93.2% | $6,431+131.9% | $5,982+149.3% |
| Admin fee / account holder | $137,655 | $17,912+668.5% | $11,856+1061.1% | $11,246+1124.1% |