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 | $284,978 | $88,370+222.5% | $112,977+152.2% | $79,858+256.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 18.47% | 23.16%-4.7pp | 24.24%-5.8pp | 31.71%-13.2pp |
| Employer contribution / active EE | $19,527 | $3,398+474.7% | $4,255+359.0% | $2,471+690.3% |
| Participant deferral / active EE | $7,882 | $4,536+73.8% | $5,836+35.1% | $3,740+110.8% |
| Admin fee / account holder | $20,672 | $5,750+259.5% | $6,294+228.4% | $5,306+289.6% |