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 | $270,728 | $109,881+146.4% | $150,045+80.4% | $84,808+219.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.93% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,334 | $3,561-6.4% | $4,693-29.0% | $2,631+26.7% |
| Participant deferral / active EE | $8,245 | $6,636+24.2% | $7,997+3.1% | $4,212+95.8% |
| Admin fee / account holder | $14,167 | $8,568+65.3% | $13,435+5.5% | $7,344+92.9% |