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 | $276,025 | $99,985+176.1% | $146,665+88.2% | $85,850+221.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.27% | 18.93%-5.7pp | 22.74%-9.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $5,705 | $2,559+123.0% | $4,136+37.9% | $2,565+122.4% |
| Participant deferral / active EE | $12,937 | $4,006+223.0% | $5,506+135.0% | $3,952+227.4% |
| Admin fee / account holder | $6,029 | $7,702-21.7% | $10,280-41.4% | $6,260-3.7% |