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 | $255,668 | $77,813+228.6% | $123,544+106.9% | $64,186+298.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 11.12% | 12.48%-1.4pp | 119.20%-108.1pp | 7.63%+3.5pp |
| Employer contribution / active EE | $4,680 | $3,014+55.3% | $4,628+1.1% | $2,381+96.6% |
| Participant deferral / active EE | $8,629 | $5,240+64.7% | $6,426+34.3% | $3,470+148.7% |
| Admin fee / account holder | $27,201 | $5,519+392.9% | $9,284+193.0% | $4,888+456.5% |