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 | $453,879 | $81,460+457.2% | $103,333+339.2% | $80,856+461.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.68% | 25.55%-7.9pp | 24.88%-7.2pp | 35.59%-17.9pp |
| Employer contribution / active EE | $18,980 | $3,105+511.2% | $3,868+390.7% | $2,755+589.0% |
| Participant deferral / active EE | $2,204 | $3,869-43.0% | $5,057-56.4% | $4,296-48.7% |
| Admin fee / account holder | $3,330 | $6,566-49.3% | $8,355-60.1% | $6,918-51.9% |