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 | $324,203 | $81,460+298.0% | $103,333+213.7% | $80,856+301.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 26.23% | 25.55%+0.7pp | 24.88%+1.3pp | 35.59%-9.4pp |
| Employer contribution / active EE | $19,560 | $3,105+529.9% | $3,868+405.7% | $2,755+610.0% |
| Participant deferral / active EE | $8,606 | $3,869+122.5% | $5,057+70.2% | $4,296+100.3% |
| Admin fee / account holder | $14,105 | $6,566+114.8% | $8,355+68.8% | $6,918+103.9% |