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 | $384,495 | $76,552+402.3% | $123,892+210.3% | $62,891+511.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.11% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $13,998 | $2,883+385.6% | $4,617+203.2% | $2,281+513.7% |
| Participant deferral / active EE | $9,237 | $4,840+90.8% | $5,984+54.3% | $3,203+188.4% |
| Admin fee / account holder | $7,827 | $4,826+62.2% | $8,357-6.3% | $4,296+82.2% |