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 | $260,190 | $88,370+194.4% | $112,977+130.3% | $79,858+225.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 14.68% | 23.16%-8.5pp | 24.24%-9.6pp | 31.71%-17.0pp |
| Employer contribution / active EE | $5,156 | $3,398+51.7% | $4,255+21.2% | $2,471+108.7% |
| Participant deferral / active EE | $12,079 | $4,536+166.3% | $5,836+107.0% | $3,740+223.0% |
| Admin fee / account holder | $15,362 | $5,750+167.2% | $6,294+144.1% | $5,306+189.5% |