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 | $292,310 | $162,781+79.6% | $133,956+118.2% | $158,922+83.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.55% | 41.94%-35.4pp | 45.09%-38.5pp | 302.83%-296.3pp |
| Employer contribution / active EE | $11,460 | $4,975+130.3% | $3,919+192.5% | $4,761+140.7% |
| Participant deferral / active EE | $6,500 | $5,911+10.0% | $5,048+28.8% | $5,982+8.7% |
| Admin fee / account holder | $13,517 | $11,736+15.2% | $8,927+51.4% | $11,246+20.2% |