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 | $428,660 | $81,248+427.6% | $155,509+175.6% | $80,856+430.1% |
| Participation rate | 84.4% | 66.2%+18.2pp | 78.2%+6.3pp | 67.6%+16.8pp |
| Annual return | 15.55% | 33.31%-17.8pp | 64.67%-49.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $12,826 | $3,100+313.7% | $4,672+174.5% | $2,755+365.6% |
| Participant deferral / active EE | $7,035 | $3,452+103.8% | $5,626+25.0% | $4,296+63.8% |
| Admin fee / account holder | $12,327 | $7,997+54.1% | $15,912-22.5% | $6,918+78.2% |