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 | $281,647 | $109,881+156.3% | $150,045+87.7% | $84,808+232.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 24.95% | 28.25%-3.3pp | 62.55%-37.6pp | 40.90%-15.9pp |
| Employer contribution / active EE | $3,640 | $3,561+2.2% | $4,693-22.4% | $2,631+38.3% |
| Participant deferral / active EE | $14,352 | $6,636+116.3% | $7,997+79.5% | $4,212+240.8% |
| Admin fee / account holder | $15,959 | $8,568+86.3% | $13,435+18.8% | $7,344+117.3% |