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 | $283,061 | $107,934+162.3% | $91,989+207.7% | $152,861+85.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.59% | 89.24%-69.7pp | 69.02%-49.4pp | 345.32%-325.7pp |
| Employer contribution / active EE | $12,212 | $4,210+190.1% | $3,452+253.8% | $4,762+156.4% |
| Participant deferral / active EE | $8,337 | $6,364+31.0% | $5,923+40.8% | $5,850+42.5% |
| Admin fee / account holder | $11,053 | $10,520+5.1% | $7,743+42.7% | $11,596-4.7% |