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 | $392,378 | $123,793+217.0% | $177,821+120.7% | $79,858+391.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 18.29% | 22.82%-4.5pp | 48.32%-30.0pp | 31.71%-13.4pp |
| Employer contribution / active EE | $14,982 | $4,095+265.8% | $5,918+153.1% | $2,471+506.4% |
| Participant deferral / active EE | $10,199 | $5,956+71.2% | $7,714+32.2% | $3,740+172.7% |
| Admin fee / account holder | $13,241 | $7,243+82.8% | $12,427+6.5% | $5,306+149.5% |