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 | $263,567 | $65,365+303.2% | $92,893+183.7% | $72,985+261.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.63% | 42.10%-21.5pp | 109.41%-88.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $19,120 | $2,594+637.1% | $3,653+423.5% | $2,440+683.7% |
| Participant deferral / active EE | $11,372 | $3,128+263.5% | $4,236+168.5% | $3,607+215.2% |
| Admin fee / account holder | $15,263 | $4,251+259.0% | $5,794+163.4% | $5,124+197.9% |