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 | $291,755 | $80,717+261.5% | $154,803+88.5% | $84,808+244.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.02% | 37.96%-20.9pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $11,111 | $2,761+302.4% | $4,305+158.1% | $2,631+322.3% |
| Participant deferral / active EE | $8,344 | $3,303+152.6% | $5,540+50.6% | $4,212+98.1% |
| Admin fee / account holder | $12,083 | $6,746+79.1% | $14,329-15.7% | $7,344+64.5% |