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 | $285,115 | $176,812+61.3% | $146,665+94.4% | $167,490+70.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.49% | 24.03%-10.5pp | 22.74%-9.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $15,054 | $5,160+191.7% | $4,136+264.0% | $4,837+211.2% |
| Participant deferral / active EE | $10,564 | $6,440+64.0% | $5,506+91.9% | $6,341+66.6% |
| Admin fee / account holder | $14,068 | $13,259+6.1% | $10,280+36.9% | $12,309+14.3% |