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 | $316,238 | $81,248+289.2% | $155,509+103.4% | $80,856+291.1% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 27.12% | 33.31%-6.2pp | 64.67%-37.5pp | 35.59%-8.5pp |
| Employer contribution / active EE | $13,641 | $3,100+340.0% | $4,672+191.9% | $2,755+395.2% |
| Participant deferral / active EE | $8,750 | $3,452+153.5% | $5,626+55.5% | $4,296+103.7% |
| Admin fee / account holder | $105,528 | $7,997+1219.6% | $15,912+563.2% | $6,918+1425.4% |