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 | $318,163 | $123,793+157.0% | $177,821+78.9% | $79,858+298.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.41% | 22.82%-6.4pp | 48.32%-31.9pp | 31.71%-15.3pp |
| Employer contribution / active EE | $21,311 | $4,095+420.4% | $5,918+260.1% | $2,471+762.5% |
| Participant deferral / active EE | $15,863 | $5,956+166.3% | $7,714+105.6% | $3,740+324.1% |
| Admin fee / account holder | $28,322 | $7,243+291.0% | $12,427+127.9% | $5,306+433.7% |