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 | $269,850 | $76,552+252.5% | $123,892+117.8% | $62,891+329.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 13.33% | 18.68%-5.3pp | 47.52%-34.2pp | 20.14%-6.8pp |
| Employer contribution / active EE | $7,071 | $2,883+145.3% | $4,617+53.2% | $2,281+210.0% |
| Participant deferral / active EE | $5,145 | $4,840+6.3% | $5,984-14.0% | $3,203+60.6% |
| Admin fee / account holder | $348 | $4,826-92.8% | $8,357-95.8% | $4,296-91.9% |