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 | $261,852 | $79,944+227.5% | $98,439+166.0% | $75,163+248.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 17.33% | 19.75%-2.4pp | 21.16%-3.8pp | 160.62%-143.3pp |
| Employer contribution / active EE | $7,255 | $2,264+220.5% | $3,048+138.0% | $2,670+171.7% |
| Participant deferral / active EE | $6,207 | $3,752+65.4% | $4,738+31.0% | $4,125+50.5% |
| Admin fee / account holder | $16,367 | $6,840+139.3% | $8,948+82.9% | $5,651+189.6% |