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 | $422,778 | $57,828+631.1% | $117,039+261.2% | $70,131+502.8% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 16.36% | 17.55%-1.2pp | 18.95%-2.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $5,127 | $1,816+182.3% | $3,785+35.5% | $2,342+118.9% |
| Participant deferral / active EE | $5,038 | $2,438+106.7% | $3,929+28.2% | $3,332+51.2% |
| Admin fee / account holder | $13,100 | $3,548+269.2% | $5,974+119.3% | $4,645+182.0% |