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 | $298,598 | $72,277+313.1% | $101,248+194.9% | $79,858+273.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.73% | 22.30%-8.6pp | 46.47%-32.7pp | 31.71%-18.0pp |
| Employer contribution / active EE | $13,783 | $2,692+412.1% | $3,660+276.6% | $2,471+457.8% |
| Participant deferral / active EE | $11,008 | $3,282+235.4% | $4,370+151.9% | $3,740+194.3% |
| Admin fee / account holder | $28,954 | $4,400+558.0% | $5,945+387.0% | $5,306+445.7% |