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 | $261,861 | $76,552+242.1% | $123,892+111.4% | $62,891+316.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.57% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $13,369 | $2,883+363.8% | $4,617+189.6% | $2,281+486.1% |
| Participant deferral / active EE | $17,436 | $4,840+260.3% | $5,984+191.4% | $3,203+444.4% |
| Admin fee / account holder | $18,107 | $4,826+275.2% | $8,357+116.7% | $4,296+321.5% |