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 | $342,315 | $80,968+322.8% | $96,544+254.6% | $75,163+355.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.65% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $12,058 | $2,282+428.4% | $2,965+306.7% | $2,670+351.6% |
| Participant deferral / active EE | $7,387 | $3,928+88.1% | $4,851+52.3% | $4,125+79.1% |
| Admin fee / account holder | $1,663 | $6,724-75.3% | $8,252-79.8% | $5,651-70.6% |