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 | $264,847 | $108,825+143.4% | $156,181+69.6% | $82,448+221.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.63% | 20.59%-6.0pp | 64.87%-50.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $8,821 | $2,870+207.4% | $4,294+105.4% | $2,551+245.8% |
| Participant deferral / active EE | $11,718 | $4,577+156.0% | $6,132+91.1% | $4,139+183.1% |
| Admin fee / account holder | $672 | $9,341-92.8% | $14,586-95.4% | $7,234-90.7% |