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 | $264,329 | $104,251+153.6% | $91,001+190.5% | $147,584+79.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.65% | 27.06%-8.4pp | 4.60%+14.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $13,510 | $3,116+333.6% | $2,456+450.2% | $4,876+177.1% |
| Participant deferral / active EE | $11,221 | $4,195+167.5% | $3,547+216.3% | $5,439+106.3% |
| Admin fee / account holder | $1,634 | $8,948-81.7% | $5,417-69.8% | $10,885-85.0% |