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 | $262,084 | $89,355+193.3% | $141,162+85.7% | $72,985+259.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.32% | 111.85%-85.5pp | 71.39%-45.1pp | 81.00%-54.7pp |
| Employer contribution / active EE | $11,688 | $3,114+275.3% | $4,735+146.8% | $2,440+379.1% |
| Participant deferral / active EE | $13,121 | $5,418+142.2% | $6,709+95.6% | $3,607+263.7% |
| Admin fee / account holder | $7,742 | $5,958+29.9% | $10,261-24.6% | $5,124+51.1% |