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 | $373,812 | $77,503+382.3% | $100,391+272.4% | $80,856+362.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 12.70% | 37.20%-24.5pp | 49.20%-36.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $17,942 | $2,801+540.6% | $3,942+355.2% | $2,755+551.3% |
| Participant deferral / active EE | $12,922 | $6,820+89.5% | $8,082+59.9% | $4,296+200.8% |
| Admin fee / account holder | $6,216 | $5,897+5.4% | $7,899-21.3% | $6,918-10.1% |