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 | $279,660 | $109,359+155.7% | $162,163+72.5% | $72,985+283.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 27.91% | 25.46%+2.5pp | 115.59%-87.7pp | 81.00%-53.1pp |
| Employer contribution / active EE | $11,165 | $3,907+185.7% | $5,614+98.9% | $2,440+357.6% |
| Participant deferral / active EE | $15,983 | $5,481+191.6% | $7,298+119.0% | $3,607+343.1% |
| Admin fee / account holder | $19,722 | $7,972+147.4% | $10,843+81.9% | $5,124+284.9% |