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 | $316,153 | $80,968+290.5% | $96,544+227.5% | $75,163+320.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.31% | 27.06%-11.7pp | 25.84%-10.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $17,634 | $2,282+672.8% | $2,965+494.8% | $2,670+560.5% |
| Participant deferral / active EE | $14,042 | $3,928+257.5% | $4,851+189.5% | $4,125+240.4% |
| Admin fee / account holder | $32,509 | $6,724+383.5% | $8,252+293.9% | $5,651+475.3% |