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 | $256,917 | $109,413+134.8% | $156,263+64.4% | $84,808+202.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.85% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $13,213 | $2,907+354.5% | $4,333+204.9% | $2,631+402.2% |
| Participant deferral / active EE | $9,429 | $4,590+105.5% | $6,158+53.1% | $4,212+123.9% |
| Admin fee / account holder | $14,382 | $9,357+53.7% | $14,255+0.9% | $7,344+95.8% |