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 | $349,567 | $93,571+273.6% | $135,903+157.2% | $75,163+365.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.31% | 30.90%-9.6pp | 68.23%-46.9pp | 160.62%-139.3pp |
| Employer contribution / active EE | $11,509 | $3,537+225.4% | $4,856+137.0% | $2,670+331.1% |
| Participant deferral / active EE | $9,016 | $6,404+40.8% | $7,758+16.2% | $4,125+118.6% |
| Admin fee / account holder | $22,002 | $6,975+215.4% | $10,762+104.4% | $5,651+289.3% |