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 | $339,809 | $109,359+210.7% | $162,163+109.5% | $72,985+365.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 33.75% | 25.46%+8.3pp | 115.59%-81.8pp | 81.00%-47.3pp |
| Employer contribution / active EE | $15,190 | $3,907+288.7% | $5,614+170.6% | $2,440+522.6% |
| Participant deferral / active EE | $16,782 | $5,481+206.2% | $7,298+130.0% | $3,607+365.2% |
| Admin fee / account holder | $2,255 | $7,972-71.7% | $10,843-79.2% | $5,124-56.0% |