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 | $344,361 | $181,894+89.3% | $156,549+120.0% | $273,961+25.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.93% | 30.74%-17.8pp | 32.23%-19.3pp | 41.45%-28.5pp |
| Employer contribution / active EE | $13,713 | $6,248+119.5% | $5,501+149.3% | $4,869+181.7% |
| Participant deferral / active EE | $10,838 | $5,550+95.3% | $4,871+122.5% | $5,287+105.0% |
| Admin fee / account holder | $19,086 | $15,559+22.7% | $13,027+46.5% | $10,132+88.4% |