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 | $329,655 | $109,359+201.4% | $162,163+103.3% | $72,985+351.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.13% | 25.46%-1.3pp | 115.59%-91.5pp | 81.00%-56.9pp |
| Employer contribution / active EE | $14,403 | $3,907+268.6% | $5,614+156.6% | $2,440+490.3% |
| Participant deferral / active EE | $9,448 | $5,481+72.4% | $7,298+29.5% | $3,607+161.9% |
| Admin fee / account holder | $26,819 | $7,972+236.4% | $10,843+147.3% | $5,124+423.4% |