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 | $432,558 | $79,449+444.4% | $189,557+128.2% | $85,850+403.9% |
| Participation rate | 87.2% | 66.0%+21.2pp | 78.4%+8.8pp | 69.3%+17.9pp |
| Annual return | 19.59% | 18.45%+1.1pp | 64.17%-44.6pp | 318.53%-298.9pp |
| Employer contribution / active EE | $7,324 | $2,081+252.0% | $4,412+66.0% | $2,565+185.5% |
| Participant deferral / active EE | $14,008 | $4,051+245.8% | $6,174+126.9% | $3,952+254.5% |
| Admin fee / account holder | $40,815 | $5,377+659.0% | $9,807+316.2% | $6,260+552.0% |