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 | $307,644 | $153,772+100.1% | $133,980+129.6% | $273,961+12.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.49% | 36.51%-28.0pp | 29.30%-20.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $10,684 | $6,029+77.2% | $5,211+105.0% | $4,869+119.4% |
| Participant deferral / active EE | $11,097 | $6,958+59.5% | $6,282+76.6% | $5,287+109.9% |
| Admin fee / account holder | $26,900 | $11,765+128.7% | $9,324+188.5% | $10,132+165.5% |