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 | $299,045 | $87,013+243.7% | $106,213+181.6% | $80,856+269.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.51% | 17.05%-1.5pp | 116.14%-100.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $9,744 | $2,395+306.8% | $3,171+207.2% | $2,755+253.7% |
| Participant deferral / active EE | $14,644 | $3,986+267.4% | $5,016+191.9% | $4,296+240.9% |
| Admin fee / account holder | $21,112 | $8,431+150.4% | $11,033+91.4% | $6,918+205.2% |