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 | $270,672 | $181,894+48.8% | $156,549+72.9% | $273,961-1.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.30% | 30.74%-24.4pp | 32.23%-25.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $21,245 | $6,248+240.0% | $5,501+286.2% | $4,869+336.4% |
| Participant deferral / active EE | $13,255 | $5,550+138.8% | $4,871+172.1% | $5,287+150.7% |
| Admin fee / account holder | $18,329 | $15,559+17.8% | $13,027+40.7% | $10,132+80.9% |