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 | $256,444 | $109,413+134.4% | $156,263+64.1% | $84,808+202.4% |
| Participation rate | 88.2% | 72.7%+15.5pp | 78.9%+9.3pp | 68.3%+19.9pp |
| Annual return | 15.34% | 20.18%-4.8pp | 59.47%-44.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $6,255 | $2,907+115.2% | $4,333+44.3% | $2,631+137.7% |
| Participant deferral / active EE | $10,859 | $4,590+136.6% | $6,158+76.3% | $4,212+157.8% |
| Admin fee / account holder | $34,988 | $9,357+273.9% | $14,255+145.5% | $7,344+376.4% |