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 5-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 | $270,971 | $109,881+146.6% | $150,045+80.6% | $84,808+219.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.05% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $11,801 | $3,561+231.4% | $4,693+151.5% | $2,631+348.6% |
| Participant deferral / active EE | $15,638 | $6,636+135.7% | $7,997+95.5% | $4,212+271.3% |
| Admin fee / account holder | $25,929 | $8,568+202.6% | $13,435+93.0% | $7,344+253.1% |