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 | $309,760 | $81,248+281.3% | $155,509+99.2% | $80,856+283.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.04% | 33.31%-18.3pp | 64.67%-49.6pp | 35.59%-20.6pp |
| Employer contribution / active EE | $6,081 | $3,100+96.1% | $4,672+30.1% | $2,755+120.7% |
| Participant deferral / active EE | $9,678 | $3,452+180.4% | $5,626+72.0% | $4,296+125.3% |
| Admin fee / account holder | $1,814 | $7,997-77.3% | $15,912-88.6% | $6,918-73.8% |