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 | $250,093 | $70,475+254.9% | $100,516+148.8% | $79,858+213.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 20.96% | 21.90%-0.9pp | 30.89%-9.9pp | 31.71%-10.8pp |
| Employer contribution / active EE | $11,370 | $2,165+425.3% | $3,418+232.7% | $2,471+360.2% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,925 | $4,478-12.4% | $8,081-51.4% | $5,306-26.0% |