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 | $362,784 | $81,248+346.5% | $155,509+133.3% | $80,856+348.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.53% | 33.31%-15.8pp | 64.67%-47.1pp | 35.59%-18.1pp |
| Employer contribution / active EE | $7,373 | $3,100+137.8% | $4,672+57.8% | $2,755+167.6% |
| Participant deferral / active EE | $8,595 | $3,452+149.0% | $5,626+52.8% | $4,296+100.1% |
| Admin fee / account holder | $1,654 | $7,997-79.3% | $15,912-89.6% | $6,918-76.1% |