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 | $266,971 | $94,625+182.1% | $116,228+129.7% | $84,808+214.8% |
| Participation rate | 98.8% | 70.4%+28.4pp | 74.6%+24.3pp | 68.3%+30.5pp |
| Annual return | 16.15% | 20.40%-4.3pp | 90.06%-73.9pp | 40.90%-24.7pp |
| Employer contribution / active EE | $14,494 | $2,347+517.7% | $2,994+384.0% | $2,631+450.9% |
| Participant deferral / active EE | $11,754 | $3,972+195.9% | $4,953+137.3% | $4,212+179.1% |
| Admin fee / account holder | $34,074 | $10,091+237.7% | $11,989+184.2% | $7,344+364.0% |