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 | $347,498 | $125,758+176.3% | $169,993+104.4% | $75,163+362.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.32% | 27.20%-11.9pp | 53.37%-38.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $13,428 | $4,615+191.0% | $6,785+97.9% | $2,670+403.0% |
| Participant deferral / active EE | $10,826 | $6,837+58.3% | $10,408+4.0% | $4,125+162.4% |
| Admin fee / account holder | $23,763 | $8,173+190.7% | $12,815+85.4% | $5,651+320.5% |