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 | $270,617 | $181,894+48.8% | $156,549+72.9% | $273,961-1.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.83% | 30.74%-26.9pp | 32.23%-28.4pp | 41.45%-37.6pp |
| Employer contribution / active EE | $21,288 | $6,248+240.7% | $5,501+287.0% | $4,869+337.3% |
| Participant deferral / active EE | $11,904 | $5,550+114.5% | $4,871+144.4% | $5,287+125.1% |
| Admin fee / account holder | $32,646 | $15,559+109.8% | $13,027+150.6% | $10,132+222.2% |