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 | $289,322 | $93,571+209.2% | $135,903+112.9% | $75,163+284.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.54% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $4,990 | $3,537+41.1% | $4,856+2.8% | $2,670+86.9% |
| Participant deferral / active EE | $12,008 | $6,404+87.5% | $7,758+54.8% | $4,125+191.1% |
| Admin fee / account holder | $24,747 | $6,975+254.8% | $10,762+129.9% | $5,651+337.9% |