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 | $394,201 | $99,985+294.3% | $146,665+168.8% | $85,850+359.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.73% | 18.93%-5.2pp | 22.74%-9.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $8,160 | $2,559+218.9% | $4,136+97.3% | $2,565+218.1% |
| Participant deferral / active EE | $12,609 | $4,006+214.8% | $5,506+129.0% | $3,952+219.1% |
| Admin fee / account holder | $30,028 | $7,702+289.9% | $10,280+192.1% | $6,260+379.7% |