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 | $254,707 | $81,248+213.5% | $155,509+63.8% | $80,856+215.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.16% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $19,853 | $3,100+540.4% | $4,672+324.9% | $2,755+620.7% |
| Participant deferral / active EE | $16,755 | $3,452+385.4% | $5,626+197.8% | $4,296+290.0% |
| Admin fee / account holder | $34,574 | $7,997+332.3% | $15,912+117.3% | $6,918+399.8% |