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 | $270,768 | $80,968+234.4% | $96,544+180.5% | $75,163+260.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 19.82% | 27.06%-7.2pp | 25.84%-6.0pp | 160.62%-140.8pp |
| Employer contribution / active EE | $11,945 | $2,282+423.5% | $2,965+302.9% | $2,670+347.4% |
| Participant deferral / active EE | $5,770 | $3,928+46.9% | $4,851+18.9% | $4,125+39.9% |
| Admin fee / account holder | $41,554 | $6,724+518.0% | $8,252+403.5% | $5,651+635.4% |