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 | $457,607 | $89,698+410.2% | $103,476+342.2% | $80,856+465.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 15.80% | 22.78%-7.0pp | 23.90%-8.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $12,072 | $4,018+200.4% | $4,672+158.4% | $2,755+338.2% |
| Participant deferral / active EE | $9,923 | $5,456+81.9% | $6,623+49.8% | $4,296+131.0% |
| Admin fee / account holder | $12,377 | $6,768+82.9% | $9,413+31.5% | $6,918+78.9% |