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 | $404,072 | $109,359+269.5% | $162,163+149.2% | $72,985+453.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.74% | 25.46%-5.7pp | 115.59%-95.8pp | 81.00%-61.3pp |
| Employer contribution / active EE | $18,448 | $3,907+372.1% | $5,614+228.6% | $2,440+656.1% |
| Participant deferral / active EE | $16,163 | $5,481+194.9% | $7,298+121.5% | $3,607+348.1% |
| Admin fee / account holder | $9,266 | $7,972+16.2% | $10,843-14.5% | $5,124+80.8% |