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 | $251,560 | $79,944+214.7% | $98,439+155.5% | $75,163+234.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 14.29% | 19.75%-5.5pp | 21.16%-6.9pp | 160.62%-146.3pp |
| Employer contribution / active EE | $4,327 | $2,264+91.1% | $3,048+42.0% | $2,670+62.1% |
| Participant deferral / active EE | $6,587 | $3,752+75.6% | $4,738+39.0% | $4,125+59.7% |
| Admin fee / account holder | $12,793 | $6,840+87.0% | $8,948+43.0% | $5,651+126.4% |