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 | $283,003 | $109,413+158.7% | $156,263+81.1% | $84,808+233.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.24% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $5,671 | $2,907+95.1% | $4,333+30.9% | $2,631+115.6% |
| Participant deferral / active EE | $10,106 | $4,590+120.2% | $6,158+64.1% | $4,212+140.0% |
| Admin fee / account holder | $32,117 | $9,357+243.3% | $14,255+125.3% | $7,344+337.3% |