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 | $257,161 | $101,724+152.8% | $164,813+56.0% | $80,856+218.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.14% | 16.72%-4.6pp | 69.93%-57.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $9,909 | $2,953+235.5% | $4,341+128.3% | $2,755+259.7% |
| Participant deferral / active EE | $8,234 | $4,477+83.9% | $6,031+36.5% | $4,296+91.7% |
| Admin fee / account holder | $15,220 | $8,227+85.0% | $12,690+19.9% | $6,918+120.0% |