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 | $489,171 | $106,749+358.2% | $145,433+236.4% | $82,448+493.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.23% | 27.59%-13.4pp | 66.58%-52.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $4,637 | $3,444+34.6% | $4,554+1.8% | $2,551+81.8% |
| Participant deferral / active EE | $14,570 | $6,519+123.5% | $7,897+84.5% | $4,139+252.0% |
| Admin fee / account holder | $15,664 | $8,390+86.7% | $13,129+19.3% | $7,234+116.5% |