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 | $251,293 | $165,335+52.0% | $149,696+67.9% | $158,922+58.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.66% | 348.15%-336.5pp | 276.60%-264.9pp | 302.83%-291.2pp |
| Employer contribution / active EE | $13,255 | $5,103+159.8% | $4,644+185.4% | $4,761+178.4% |
| Participant deferral / active EE | $10,790 | $7,181+50.2% | $6,842+57.7% | $5,982+80.4% |
| Admin fee / account holder | $67,384 | $10,807+523.6% | $9,309+623.9% | $11,246+499.2% |