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 | $400,032 | $72,277+453.5% | $101,248+295.1% | $79,858+400.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 18.51% | 22.30%-3.8pp | 46.47%-28.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $22,442 | $2,692+733.8% | $3,660+513.3% | $2,471+808.3% |
| Participant deferral / active EE | $6,455 | $3,282+96.7% | $4,370+47.7% | $3,740+72.6% |
| Admin fee / account holder | $2,943 | $4,400-33.1% | $5,945-50.5% | $5,306-44.5% |