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 | $257,667 | $72,012+257.8% | $185,823+38.7% | $79,858+222.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 17.90% | 23.12%-5.2pp | 35.95%-18.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $8,130 | $1,965+313.8% | $4,087+98.9% | $2,471+229.1% |
| Participant deferral / active EE | $14,845 | $3,779+292.9% | $5,632+163.6% | $3,740+296.9% |
| Admin fee / account holder | $4,584 | $4,513+1.6% | $9,500-51.7% | $5,306-13.6% |