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 | $361,183 | $70,428+412.8% | $96,562+274.0% | $85,850+320.7% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 14.79% | 18.59%-3.8pp | 37.78%-23.0pp | 318.53%-303.7pp |
| Employer contribution / active EE | $4,880 | $1,413+245.4% | $2,356+107.1% | $2,565+90.2% |
| Participant deferral / active EE | $9,383 | $2,894+224.3% | $3,849+143.8% | $3,952+137.5% |
| Admin fee / account holder | $107,093 | $4,997+2043.3% | $6,181+1632.7% | $6,260+1610.8% |