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 | $361,980 | $101,724+255.8% | $164,813+119.6% | $80,856+347.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 16.29% | 16.72%-0.4pp | 69.93%-53.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $6,030 | $2,953+104.2% | $4,341+38.9% | $2,755+118.9% |
| Participant deferral / active EE | $11,236 | $4,477+151.0% | $6,031+86.3% | $4,296+161.6% |
| Admin fee / account holder | $34,475 | $8,227+319.0% | $12,690+171.7% | $6,918+398.3% |