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 | $484,267 | $86,929+457.1% | $102,423+372.8% | $80,856+498.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 22.94% | 18.88%+4.1pp | 29.32%-6.4pp | 35.59%-12.7pp |
| Employer contribution / active EE | $9,271 | $2,369+291.3% | $3,023+206.6% | $2,755+236.5% |
| Participant deferral / active EE | $4,235 | $4,118+2.8% | $5,053-16.2% | $4,296-1.4% |
| Admin fee / account holder | $40,043 | $8,049+397.5% | $9,451+323.7% | $6,918+478.8% |