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 | $330,013 | $81,248+306.2% | $155,509+112.2% | $80,856+308.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.96% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $13,245 | $3,100+327.2% | $4,672+183.5% | $2,755+380.8% |
| Participant deferral / active EE | $7,887 | $3,452+128.5% | $5,626+40.2% | $4,296+83.6% |
| Admin fee / account holder | $55,836 | $7,997+598.2% | $15,912+250.9% | $6,918+707.1% |