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 | $261,171 | $57,354+355.4% | $83,848+211.5% | $64,186+306.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 9.15% | 11.38%-2.2pp | 850.88%-841.7pp | 7.63%+1.5pp |
| Employer contribution / active EE | $18,421 | $2,545+623.7% | $3,631+407.4% | $2,381+673.7% |
| Participant deferral / active EE | $4,322 | $2,993+44.4% | $4,082+5.9% | $3,470+24.6% |
| Admin fee / account holder | $21,185 | $4,046+423.6% | $5,478+286.7% | $4,888+333.4% |