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 | $262,530 | $94,625+177.4% | $116,228+125.9% | $84,808+209.6% |
| Participation rate | 95.0% | 70.4%+24.6pp | 74.6%+20.4pp | 68.3%+26.7pp |
| Annual return | 13.99% | 20.40%-6.4pp | 90.06%-76.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $8,054 | $2,347+243.2% | $2,994+169.0% | $2,631+206.1% |
| Participant deferral / active EE | $7,012 | $3,972+76.5% | $4,953+41.6% | $4,212+66.5% |
| Admin fee / account holder | $46,129 | $10,091+357.1% | $11,989+284.8% | $7,344+528.1% |