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 | $358,835 | $80,717+344.6% | $154,803+131.8% | $84,808+323.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.13% | 37.96%-23.8pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $19,657 | $2,761+611.9% | $4,305+356.6% | $2,631+647.1% |
| Participant deferral / active EE | $13,494 | $3,303+308.5% | $5,540+143.5% | $4,212+220.4% |
| Admin fee / account holder | $86,853 | $6,746+1187.5% | $14,329+506.1% | $7,344+1082.7% |