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 | $256,566 | $153,772+66.8% | $133,980+91.5% | $273,961-6.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.52% | 36.51%-25.0pp | 29.30%-17.8pp | 41.45%-29.9pp |
| Employer contribution / active EE | $21,414 | $6,029+255.2% | $5,211+310.9% | $4,869+339.8% |
| Participant deferral / active EE | $13,550 | $6,958+94.7% | $6,282+115.7% | $5,287+156.3% |
| Admin fee / account holder | $38,959 | $11,765+231.2% | $9,324+317.8% | $10,132+284.5% |