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 | $252,734 | $101,724+148.5% | $164,813+53.3% | $80,856+212.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.98% | 16.72%-3.7pp | 69.93%-56.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $8,345 | $2,953+182.5% | $4,341+92.2% | $2,755+202.9% |
| Participant deferral / active EE | $13,438 | $4,477+200.1% | $6,031+122.8% | $4,296+212.8% |
| Admin fee / account holder | $60,737 | $8,227+638.2% | $12,690+378.6% | $6,918+778.0% |