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 | $355,476 | $123,793+187.2% | $177,821+99.9% | $79,858+345.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.50% | 22.82%-9.3pp | 48.32%-34.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $10,159 | $4,095+148.1% | $5,918+71.7% | $2,471+311.2% |
| Participant deferral / active EE | $15,144 | $5,956+154.3% | $7,714+96.3% | $3,740+304.9% |
| Admin fee / account holder | $11,409 | $7,243+57.5% | $12,427-8.2% | $5,306+115.0% |