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 8-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 | $278,177 | $72,012+286.3% | $185,823+49.7% | $79,858+248.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 16.14% | 23.12%-7.0pp | 35.95%-19.8pp | 31.71%-15.6pp |
| Employer contribution / active EE | $5,948 | $1,965+202.8% | $4,087+45.5% | $2,471+140.7% |
| Participant deferral / active EE | $4,078 | $3,779+7.9% | $5,632-27.6% | $3,740+9.0% |
| Admin fee / account holder | $17,153 | $4,513+280.1% | $9,500+80.6% | $5,306+223.3% |