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 | $273,961 | $87,841+211.9% | $133,980+104.5% | $62,891+335.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 11.29% | 12.05%-0.8pp | 29.30%-18.0pp | 20.14%-8.8pp |
| Employer contribution / active EE | $22,721 | $3,483+552.4% | $5,211+336.0% | $2,281+896.1% |
| Participant deferral / active EE | $15,049 | $4,812+212.7% | $6,282+139.6% | $3,203+369.8% |
| Admin fee / account holder | $22,732 | $5,371+323.2% | $9,324+143.8% | $4,296+429.2% |