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 | $384,708 | $98,750+289.6% | $149,696+157.0% | $79,858+381.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.67% | 27.43%-5.8pp | 276.60%-254.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $12,425 | $3,216+286.3% | $4,644+167.5% | $2,471+402.9% |
| Participant deferral / active EE | $10,149 | $5,680+78.7% | $6,842+48.3% | $3,740+171.4% |
| Admin fee / account holder | $15,799 | $6,053+161.0% | $9,309+69.7% | $5,306+197.7% |