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 | $409,775 | $80,673+407.9% | $101,326+304.4% | $84,808+383.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 17.48% | 38.95%-21.5pp | 36.82%-19.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $7,371 | $2,698+173.2% | $3,665+101.1% | $2,631+180.2% |
| Participant deferral / active EE | $8,287 | $6,840+21.2% | $7,994+3.7% | $4,212+96.8% |
| Admin fee / account holder | $8,213 | $12,784-35.8% | $11,185-26.6% | $7,344+11.8% |