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 | $281,998 | $109,881+156.6% | $150,045+87.9% | $84,808+232.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 37.21% | 28.25%+9.0pp | 62.55%-25.3pp | 40.90%-3.7pp |
| Employer contribution / active EE | $12,344 | $3,561+246.6% | $4,693+163.0% | $2,631+369.2% |
| Participant deferral / active EE | $14,310 | $6,636+115.6% | $7,997+78.9% | $4,212+239.8% |
| Admin fee / account holder | $2,025 | $8,568-76.4% | $13,435-84.9% | $7,344-72.4% |