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 | $306,547 | $79,944+283.5% | $98,439+211.4% | $75,163+307.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.78% | 19.75%-3.0pp | 21.16%-4.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $9,623 | $2,264+325.1% | $3,048+215.7% | $2,670+260.4% |
| Participant deferral / active EE | $9,404 | $3,752+150.7% | $4,738+98.5% | $4,125+128.0% |
| Admin fee / account holder | $43,568 | $6,840+537.0% | $8,948+386.9% | $5,651+671.0% |