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 | $293,373 | $73,933+296.8% | $96,683+203.4% | $75,163+290.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.22% | 26.70%-8.5pp | 35.69%-17.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $19,542 | $2,928+567.5% | $3,737+423.0% | $2,670+632.0% |
| Participant deferral / active EE | $12,401 | $3,659+238.9% | $4,878+154.2% | $4,125+200.6% |
| Admin fee / account holder | $47,242 | $5,216+805.7% | $6,730+602.0% | $5,651+736.0% |