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 | $270,208 | $93,571+188.8% | $135,903+98.8% | $75,163+259.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.49% | 30.90%-12.4pp | 68.23%-49.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $23,702 | $3,537+570.2% | $4,856+388.1% | $2,670+787.8% |
| Participant deferral / active EE | $13,926 | $6,404+117.4% | $7,758+79.5% | $4,125+237.6% |
| Admin fee / account holder | $1,295 | $6,975-81.4% | $10,762-88.0% | $5,651-77.1% |