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 | $267,313 | $109,881+143.3% | $150,045+78.2% | $84,808+215.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.24% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $6,302 | $3,561+77.0% | $4,693+34.3% | $2,631+139.5% |
| Participant deferral / active EE | $7,849 | $6,636+18.3% | $7,997-1.9% | $4,212+86.4% |
| Admin fee / account holder | $34,463 | $8,568+302.2% | $13,435+156.5% | $7,344+369.3% |