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 | $343,703 | $93,571+267.3% | $135,903+152.9% | $75,163+357.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.68% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $5,640 | $3,537+59.5% | $4,856+16.1% | $2,670+111.3% |
| Participant deferral / active EE | $6,103 | $6,404-4.7% | $7,758-21.3% | $4,125+47.9% |
| Admin fee / account holder | $9,968 | $6,975+42.9% | $10,762-7.4% | $5,651+76.4% |