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 | $282,603 | $125,758+124.7% | $169,993+66.2% | $75,163+276.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.84% | 27.20%-11.4pp | 53.37%-37.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $7,777 | $4,615+68.5% | $6,785+14.6% | $2,670+191.3% |
| Participant deferral / active EE | $7,969 | $6,837+16.6% | $10,408-23.4% | $4,125+93.2% |
| Admin fee / account holder | $11,303 | $8,173+38.3% | $12,815-11.8% | $5,651+100.0% |