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 | $251,187 | $89,753+179.9% | $107,525+133.6% | $84,808+196.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 30.83% | 29.48%+1.3pp | 181.32%-150.5pp | 40.90%-10.1pp |
| Employer contribution / active EE | $4,204 | $3,113+35.0% | $3,754+12.0% | $2,631+59.8% |
| Participant deferral / active EE | $7,180 | $4,056+77.0% | $5,116+40.4% | $4,212+70.5% |
| Admin fee / account holder | $8,033 | $7,222+11.2% | $8,919-9.9% | $7,344+9.4% |