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 | $380,973 | $108,825+250.1% | $156,181+143.9% | $82,448+362.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.45% | 20.59%-5.1pp | 64.87%-49.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $6,755 | $2,870+135.4% | $4,294+57.3% | $2,551+164.8% |
| Participant deferral / active EE | $4,567 | $4,577-0.2% | $6,132-25.5% | $4,139+10.3% |
| Admin fee / account holder | $37,843 | $9,341+305.1% | $14,586+159.4% | $7,234+423.1% |