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 | $277,937 | $95,803+190.1% | $113,168+145.6% | $84,808+227.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.69% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $10,294 | $2,360+336.2% | $2,975+246.0% | $2,631+291.3% |
| Participant deferral / active EE | $4,452 | $4,242+4.9% | $5,107-12.8% | $4,212+5.7% |
| Admin fee / account holder | $22,913 | $8,989+154.9% | $12,068+89.9% | $7,344+212.0% |