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 | $312,834 | $73,933+323.1% | $96,683+223.6% | $75,163+316.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.94% | 26.70%-6.8pp | 35.69%-15.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $3,519 | $2,928+20.2% | $3,737-5.8% | $2,670+31.8% |
| Participant deferral / active EE | $9,452 | $3,659+158.3% | $4,878+93.8% | $4,125+129.1% |
| Admin fee / account holder | $16,703 | $5,216+220.2% | $6,730+148.2% | $5,651+195.6% |