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 | $298,947 | $106,749+180.0% | $145,433+105.6% | $82,448+262.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.10% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $18,165 | $3,444+427.4% | $4,554+298.8% | $2,551+612.1% |
| Participant deferral / active EE | $13,622 | $6,519+109.0% | $7,897+72.5% | $4,139+229.1% |
| Admin fee / account holder | $32,343 | $8,390+285.5% | $13,129+146.4% | $7,234+347.1% |