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 | $302,614 | $85,766+252.8% | $136,294+122.0% | $70,131+331.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.30% | 31.45%-17.2pp | 5155.94%-5141.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $4,753 | $2,966+60.3% | $4,695+1.2% | $2,342+102.9% |
| Participant deferral / active EE | $10,938 | $5,051+116.5% | $6,247+75.1% | $3,332+228.3% |
| Admin fee / account holder | $9,161 | $5,420+69.0% | $9,243-0.9% | $4,645+97.2% |