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 | $259,321 | $181,894+42.6% | $156,549+65.6% | $273,961-5.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.65% | 30.74%-22.1pp | 32.23%-23.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $18,623 | $6,248+198.1% | $5,501+238.5% | $4,869+282.5% |
| Participant deferral / active EE | $11,243 | $5,550+102.6% | $4,871+130.8% | $5,287+112.6% |
| Admin fee / account holder | $23,255 | $15,559+49.5% | $13,027+78.5% | $10,132+129.5% |