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 | $464,525 | $81,248+471.7% | $155,509+198.7% | $80,856+474.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.02% | 33.31%-20.3pp | 64.67%-51.6pp | 35.59%-22.6pp |
| Employer contribution / active EE | $14,537 | $3,100+368.9% | $4,672+211.1% | $2,755+427.7% |
| Participant deferral / active EE | $4,925 | $3,452+42.7% | $5,626-12.5% | $4,296+14.7% |
| Admin fee / account holder | $13,040 | $7,997+63.1% | $15,912-18.1% | $6,918+88.5% |