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 | $268,699 | $74,927+258.6% | $101,794+164.0% | $84,808+216.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 15.24% | 18.70%-3.5pp | 30.53%-15.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $6,948 | $1,522+356.6% | $2,289+203.6% | $2,631+164.1% |
| Participant deferral / active EE | $9,272 | $3,099+199.2% | $4,084+127.0% | $4,212+120.2% |
| Admin fee / account holder | $5,931 | $6,514-8.9% | $8,777-32.4% | $7,344-19.2% |