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 | $360,654 | $89,698+302.1% | $103,476+248.5% | $80,856+346.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 15.95% | 22.78%-6.8pp | 23.90%-8.0pp | 35.59%-19.6pp |
| Employer contribution / active EE | $24,471 | $4,018+509.0% | $4,672+423.8% | $2,755+788.3% |
| Participant deferral / active EE | $12,801 | $5,456+134.6% | $6,623+93.3% | $4,296+198.0% |
| Admin fee / account holder | $25,754 | $6,768+280.5% | $9,413+173.6% | $6,918+272.3% |