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 | $289,725 | $109,881+163.7% | $150,045+93.1% | $84,808+241.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.58% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $24,418 | $3,561+585.7% | $4,693+420.3% | $2,631+828.1% |
| Participant deferral / active EE | $16,896 | $6,636+154.6% | $7,997+111.3% | $4,212+301.2% |
| Admin fee / account holder | $24,669 | $8,568+187.9% | $13,435+83.6% | $7,344+235.9% |