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 | $328,382 | $81,248+304.2% | $155,509+111.2% | $80,856+306.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 25.19% | 33.31%-8.1pp | 64.67%-39.5pp | 35.59%-10.4pp |
| Employer contribution / active EE | $15,644 | $3,100+404.6% | $4,672+234.8% | $2,755+467.9% |
| Participant deferral / active EE | $9,220 | $3,452+167.1% | $5,626+63.9% | $4,296+114.6% |
| Admin fee / account holder | $23,883 | $7,997+198.6% | $15,912+50.1% | $6,918+245.2% |