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 | $344,176 | $93,571+267.8% | $135,903+153.3% | $75,163+357.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.97% | 30.90%-6.9pp | 68.23%-44.3pp | 160.62%-136.7pp |
| Employer contribution / active EE | $8,796 | $3,537+148.7% | $4,856+81.1% | $2,670+229.4% |
| Participant deferral / active EE | $11,313 | $6,404+76.7% | $7,758+45.8% | $4,125+174.3% |
| Admin fee / account holder | $14,889 | $6,975+113.5% | $10,762+38.3% | $5,651+163.5% |