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 | $365,143 | $95,416+282.7% | $185,823+96.5% | $85,850+325.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 26.83% | 23.59%+3.2pp | 122.05%-95.2pp | 318.53%-291.7pp |
| Employer contribution / active EE | $9,130 | $3,314+175.5% | $5,167+76.7% | $2,565+255.9% |
| Participant deferral / active EE | $9,217 | $3,423+169.2% | $5,568+65.5% | $3,952+133.2% |
| Admin fee / account holder | $16,792 | $7,213+132.8% | $16,237+3.4% | $6,260+168.2% |