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 | $374,784 | $109,881+241.1% | $150,045+149.8% | $84,808+341.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.78% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $11,860 | $3,561+233.0% | $4,693+152.7% | $2,631+350.8% |
| Participant deferral / active EE | $15,202 | $6,636+129.1% | $7,997+90.1% | $4,212+261.0% |
| Admin fee / account holder | $22,486 | $8,568+162.4% | $13,435+67.4% | $7,344+206.2% |