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 | $274,213 | $127,386+115.3% | $115,037+138.4% | $125,391+118.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 8.55% | 31.28%-22.7pp | 26.14%-17.6pp | 282.22%-273.7pp |
| Employer contribution / active EE | $10,565 | $5,166+104.5% | $4,608+129.3% | $4,866+117.1% |
| Participant deferral / active EE | $14,165 | $6,423+120.5% | $6,026+135.0% | $5,352+164.7% |
| Admin fee / account holder | $41,123 | $9,516+332.1% | $8,175+403.0% | $9,540+331.0% |