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 | $402,366 | $99,985+302.4% | $146,665+174.3% | $85,850+368.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 19.43% | 18.93%+0.5pp | 22.74%-3.3pp | 318.53%-299.1pp |
| Employer contribution / active EE | $8,512 | $2,559+232.7% | $4,136+105.8% | $2,565+231.9% |
| Participant deferral / active EE | $8,174 | $4,006+104.1% | $5,506+48.5% | $3,952+106.8% |
| Admin fee / account holder | $9,579 | $7,702+24.4% | $10,280-6.8% | $6,260+53.0% |