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 | $339,606 | $123,793+174.3% | $177,821+91.0% | $79,858+325.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.86% | 22.82%-12.0pp | 48.32%-37.5pp | 31.71%-20.9pp |
| Employer contribution / active EE | $6,263 | $4,095+52.9% | $5,918+5.8% | $2,471+153.5% |
| Participant deferral / active EE | $7,956 | $5,956+33.6% | $7,714+3.1% | $3,740+112.7% |
| Admin fee / account holder | $66,261 | $7,243+814.9% | $12,427+433.2% | $5,306+1148.7% |