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 | $369,064 | $72,012+412.5% | $185,823+98.6% | $79,858+362.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 22.73% | 23.12%-0.4pp | 35.95%-13.2pp | 31.71%-9.0pp |
| Employer contribution / active EE | $7,632 | $1,965+288.5% | $4,087+86.7% | $2,471+208.9% |
| Participant deferral / active EE | $13,303 | $3,779+252.1% | $5,632+136.2% | $3,740+255.7% |
| Admin fee / account holder | $1,734 | $4,513-61.6% | $9,500-81.7% | $5,306-67.3% |