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 | $256,693 | $91,552+180.4% | $133,956+91.6% | $79,858+221.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.95% | 61.85%-45.9pp | 45.09%-29.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $8,539 | $2,384+258.2% | $3,919+117.9% | $2,471+245.6% |
| Participant deferral / active EE | $11,102 | $3,733+197.4% | $5,048+119.9% | $3,740+196.8% |
| Admin fee / account holder | $11,528 | $6,321+82.4% | $8,927+29.1% | $5,306+117.3% |