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 | $357,561 | $123,793+188.8% | $177,821+101.1% | $79,858+347.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 30.02% | 22.82%+7.2pp | 48.32%-18.3pp | 31.71%-1.7pp |
| Employer contribution / active EE | $17,072 | $4,095+316.9% | $5,918+188.5% | $2,471+591.0% |
| Participant deferral / active EE | $15,197 | $5,956+155.1% | $7,714+97.0% | $3,740+306.3% |
| Admin fee / account holder | $398 | $7,243-94.5% | $12,427-96.8% | $5,306-92.5% |