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 | $278,374 | $125,758+121.4% | $169,993+63.8% | $75,163+270.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.22% | 27.20%-8.0pp | 53.37%-34.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $7,012 | $4,615+52.0% | $6,785+3.3% | $2,670+162.7% |
| Participant deferral / active EE | $10,251 | $6,837+49.9% | $10,408-1.5% | $4,125+148.5% |
| Admin fee / account holder | $21,326 | $8,173+160.9% | $12,815+66.4% | $5,651+277.4% |