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 | $318,636 | $123,793+157.4% | $177,821+79.2% | $79,858+299.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.94% | 22.82%-8.9pp | 48.32%-34.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $15,868 | $4,095+287.5% | $5,918+168.1% | $2,471+542.2% |
| Participant deferral / active EE | $16,660 | $5,956+179.7% | $7,714+116.0% | $3,740+345.4% |
| Admin fee / account holder | $26,240 | $7,243+262.3% | $12,427+111.1% | $5,306+394.5% |