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 | $275,978 | $78,672+250.8% | $109,143+152.9% | $85,850+221.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 18.30% | 25.09%-6.8pp | 25.75%-7.4pp | 318.53%-300.2pp |
| Employer contribution / active EE | $7,202 | $2,735+163.3% | $3,722+93.5% | $2,565+180.8% |
| Participant deferral / active EE | $9,195 | $3,467+165.2% | $4,653+97.6% | $3,952+132.7% |
| Admin fee / account holder | $11,344 | $5,469+107.4% | $6,752+68.0% | $6,260+81.2% |