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 | $321,845 | $138,347+132.6% | $184,203+74.7% | $80,856+298.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.80% | 20.02%-4.2pp | 28.81%-13.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $7,068 | $4,850+45.7% | $6,427+10.0% | $2,755+156.6% |
| Participant deferral / active EE | $9,665 | $7,071+36.7% | $9,131+5.8% | $4,296+125.0% |
| Admin fee / account holder | $11,797 | $10,483+12.5% | $13,901-15.1% | $6,918+70.5% |