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 | $317,275 | $73,933+329.1% | $96,683+228.2% | $75,163+322.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.43% | 26.70%-12.3pp | 35.69%-21.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $11,603 | $2,928+296.3% | $3,737+210.5% | $2,670+334.6% |
| Participant deferral / active EE | $11,417 | $3,659+212.1% | $4,878+134.0% | $4,125+176.8% |
| Admin fee / account holder | $27,231 | $5,216+422.0% | $6,730+304.6% | $5,651+381.9% |