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 | $270,506 | $138,562+95.2% | $246,525+9.7% | $116,875+131.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 82.0%+18.0pp | 74.5%+25.5pp |
| Annual return | 14.25% | 16.14%-1.9pp | 0.46%+13.8pp | 16.29%-2.0pp |
| Employer contribution / active EE | $17,692 | $4,835+265.9% | $7,467+136.9% | $3,288+438.1% |
| Participant deferral / active EE | $3,363 | $4,207-20.0% | $5,422-38.0% | $3,885-13.4% |
| Admin fee / account holder | $37,679 | $18,110+108.1% | $16,551+127.7% | $12,263+207.3% |