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 | $384,550 | $72,277+432.1% | $101,248+279.8% | $79,858+381.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.11% | 22.30%-5.2pp | 46.47%-29.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $8,146 | $2,692+202.6% | $3,660+122.6% | $2,471+229.7% |
| Participant deferral / active EE | $12,719 | $3,282+287.6% | $4,370+191.0% | $3,740+240.1% |
| Admin fee / account holder | $50,043 | $4,400+1037.3% | $5,945+741.7% | $5,306+843.1% |