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 | $382,316 | $99,985+282.4% | $146,665+160.7% | $85,850+345.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 24.20% | 18.93%+5.3pp | 22.74%+1.5pp | 318.53%-294.3pp |
| Employer contribution / active EE | $8,734 | $2,559+241.4% | $4,136+111.2% | $2,565+240.5% |
| Participant deferral / active EE | $9,570 | $4,006+138.9% | $5,506+73.8% | $3,952+142.2% |
| Admin fee / account holder | $2,303 | $7,702-70.1% | $10,280-77.6% | $6,260-63.2% |