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 | $371,330 | $86,929+327.2% | $102,423+262.5% | $80,856+359.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.17% | 18.88%-6.7pp | 29.32%-17.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $13,673 | $2,369+477.1% | $3,023+352.3% | $2,755+396.3% |
| Participant deferral / active EE | $8,723 | $4,118+111.8% | $5,053+72.6% | $4,296+103.1% |
| Admin fee / account holder | $17,594 | $8,049+118.6% | $9,451+86.2% | $6,918+154.3% |