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 | $260,468 | $148,978+74.8% | $200,582+29.9% | $84,808+207.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.61% | 28.16%-10.5pp | 42.33%-24.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $13,422 | $4,815+178.8% | $6,419+109.1% | $2,631+410.2% |
| Participant deferral / active EE | $21,110 | $7,142+195.6% | $9,331+126.2% | $4,212+401.2% |
| Admin fee / account holder | $38,101 | $13,977+172.6% | $16,305+133.7% | $7,344+418.8% |