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 | $427,685 | $79,449+438.3% | $189,557+125.6% | $85,850+398.2% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 14.41% | 18.45%-4.0pp | 64.17%-49.8pp | 318.53%-304.1pp |
| Employer contribution / active EE | $8,056 | $2,081+287.1% | $4,412+82.6% | $2,565+214.1% |
| Participant deferral / active EE | $13,803 | $4,051+240.7% | $6,174+123.6% | $3,952+249.3% |
| Admin fee / account holder | $18,940 | $5,377+252.2% | $9,807+93.1% | $6,260+202.6% |