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 | $323,457 | $109,881+194.4% | $150,045+115.6% | $84,808+281.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 23.01% | 28.25%-5.2pp | 62.55%-39.5pp | 40.90%-17.9pp |
| Employer contribution / active EE | $4,203 | $3,561+18.0% | $4,693-10.4% | $2,631+59.7% |
| Participant deferral / active EE | $14,247 | $6,636+114.7% | $7,997+78.1% | $4,212+238.3% |
| Admin fee / account holder | $4,688 | $8,568-45.3% | $13,435-65.1% | $7,344-36.2% |