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 | $487,901 | $73,981+559.5% | $105,722+361.5% | $62,891+675.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 6.38% | 17.60%-11.2pp | 12.25%-5.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $10,226 | $2,856+258.0% | $4,079+150.7% | $2,281+348.3% |
| Participant deferral / active EE | $15,370 | $4,038+280.6% | $5,326+188.6% | $3,203+379.9% |
| Admin fee / account holder | $20,420 | $5,976+241.7% | $8,308+145.8% | $4,296+375.4% |