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 | $254,254 | $81,248+212.9% | $155,509+63.5% | $80,856+214.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.73% | 33.31%-19.6pp | 64.67%-50.9pp | 35.59%-21.9pp |
| Employer contribution / active EE | $6,199 | $3,100+99.9% | $4,672+32.7% | $2,755+125.0% |
| Participant deferral / active EE | $8,591 | $3,452+148.9% | $5,626+52.7% | $4,296+100.0% |
| Admin fee / account holder | $50,242 | $7,997+528.2% | $15,912+215.7% | $6,918+626.2% |