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 | $307,592 | $93,571+228.7% | $135,903+126.3% | $75,163+309.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.02% | 30.90%-7.9pp | 68.23%-45.2pp | 160.62%-137.6pp |
| Employer contribution / active EE | $8,588 | $3,537+142.8% | $4,856+76.8% | $2,670+221.7% |
| Participant deferral / active EE | $12,216 | $6,404+90.8% | $7,758+57.5% | $4,125+196.1% |
| Admin fee / account holder | $7,778 | $6,975+11.5% | $10,762-27.7% | $5,651+37.6% |