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 | $317,823 | $93,571+239.7% | $135,903+133.9% | $75,163+322.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.91% | 30.90%-11.0pp | 68.23%-48.3pp | 160.62%-140.7pp |
| Employer contribution / active EE | $6,815 | $3,537+92.7% | $4,856+40.3% | $2,670+155.3% |
| Participant deferral / active EE | $12,261 | $6,404+91.5% | $7,758+58.0% | $4,125+197.2% |
| Admin fee / account holder | $58,132 | $6,975+733.4% | $10,762+440.2% | $5,651+928.7% |