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 | $353,253 | $81,460+333.7% | $103,333+241.9% | $80,856+336.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.45% | 25.55%-14.1pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $21,281 | $3,105+585.3% | $3,868+450.2% | $2,755+672.5% |
| Participant deferral / active EE | $7,918 | $3,869+104.7% | $5,057+56.6% | $4,296+84.3% |
| Admin fee / account holder | $11,839 | $6,566+80.3% | $8,355+41.7% | $6,918+71.1% |