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 | $270,284 | $72,012+275.3% | $185,823+45.5% | $79,858+238.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 12.25% | 23.12%-10.9pp | 35.95%-23.7pp | 31.71%-19.5pp |
| Employer contribution / active EE | $11,258 | $1,965+473.1% | $4,087+175.4% | $2,471+355.6% |
| Participant deferral / active EE | $10,075 | $3,779+166.6% | $5,632+78.9% | $3,740+169.4% |
| Admin fee / account holder | $41,640 | $4,513+822.8% | $9,500+338.3% | $5,306+684.7% |