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 | $260,762 | $59,839+335.8% | $81,983+218.1% | $79,858+226.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 16.20% | 17.56%-1.4pp | 41.31%-25.1pp | 31.71%-15.5pp |
| Employer contribution / active EE | $8,982 | $1,713+424.2% | $2,498+259.6% | $2,471+263.5% |
| Participant deferral / active EE | $10,747 | $2,695+298.7% | $3,722+188.7% | $3,740+187.3% |
| Admin fee / account holder | $12,007 | $4,287+180.1% | $5,664+112.0% | $5,306+126.3% |