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 | $295,002 | $100,326+194.0% | $180,183+63.7% | $84,808+247.8% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 17.74% | 17.86%-0.1pp | 27.86%-10.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $19,819 | $3,269+506.2% | $5,039+293.3% | $2,631+653.3% |
| Participant deferral / active EE | $13,019 | $5,066+157.0% | $6,822+90.8% | $4,212+209.1% |
| Admin fee / account holder | $11,368 | $9,674+17.5% | $19,975-43.1% | $7,344+54.8% |