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 | $343,214 | $210,408+63.1% | $153,485+123.6% | $145,922+135.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.59% | 13.37%-1.8pp | 15.65%-4.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $14,186 | $6,048+134.6% | $5,039+181.6% | $4,660+204.5% |
| Participant deferral / active EE | $10,167 | $7,975+27.5% | $6,757+50.5% | $6,688+52.0% |
| Admin fee / account holder | $20,028 | $19,419+3.1% | $12,724+57.4% | $13,397+49.5% |