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 | $270,297 | $73,933+265.6% | $96,683+179.6% | $75,163+259.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.59% | 26.70%-7.1pp | 35.69%-16.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $5,439 | $2,928+85.8% | $3,737+45.5% | $2,670+103.7% |
| Participant deferral / active EE | $14,403 | $3,659+293.7% | $4,878+195.3% | $4,125+249.2% |
| Admin fee / account holder | $8,633 | $5,216+65.5% | $6,730+28.3% | $5,651+52.8% |