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 | $317,685 | $68,547+363.5% | $120,354+164.0% | $80,856+292.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 15.58% | 23.60%-8.0pp | 107.15%-91.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $4,785 | $2,051+133.3% | $3,463+38.2% | $2,755+73.7% |
| Participant deferral / active EE | $4,900 | $3,173+54.4% | $4,991-1.8% | $4,296+14.1% |
| Admin fee / account holder | $6,136 | $5,732+7.0% | $9,423-34.9% | $6,918-11.3% |