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 | $403,828 | $138,385+191.8% | $184,200+119.2% | $80,874+399.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.41% | 20.02%-5.6pp | 28.80%-14.4pp | 35.62%-21.2pp |
| Employer contribution / active EE | $7,504 | $4,849+54.7% | $6,424+16.8% | $2,756+172.3% |
| Participant deferral / active EE | $4,900 | $7,073-30.7% | $9,132-46.3% | $4,297+14.0% |
| Admin fee / account holder | $7,400 | $10,483-29.4% | $13,907-46.8% | $6,935+6.7% |