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 | $257,001 | $163,101+57.6% | $136,749+87.9% | $142,382+80.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.90% | 27.54%-4.6pp | 24.33%-1.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $13,255 | $4,117+222.0% | $3,400+289.9% | $4,299+208.3% |
| Participant deferral / active EE | $5,071 | $5,585-9.2% | $4,692+8.1% | $6,507-22.1% |
| Admin fee / account holder | $57,283 | $14,318+300.1% | $11,386+403.1% | $12,624+353.8% |