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 | $474,392 | $77,813+509.7% | $123,544+284.0% | $64,186+639.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 10.69% | 12.48%-1.8pp | 119.20%-108.5pp | 7.63%+3.1pp |
| Employer contribution / active EE | $13,593 | $3,014+351.0% | $4,628+193.7% | $2,381+470.9% |
| Participant deferral / active EE | $13,884 | $5,240+165.0% | $6,426+116.1% | $3,470+300.2% |
| Admin fee / account holder | $6,318 | $5,519+14.5% | $9,284-31.9% | $4,888+29.3% |