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 | $320,513 | $58,512+447.8% | $84,015+281.5% | $72,985+339.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 22.49% | 28.93%-6.4pp | 71.31%-48.8pp | 81.00%-58.5pp |
| Employer contribution / active EE | $5,936 | $1,163+410.4% | $1,983+199.3% | $2,440+143.3% |
| Participant deferral / active EE | $8,754 | $2,394+265.7% | $3,239+170.3% | $3,607+142.7% |
| Admin fee / account holder | $19,342 | $4,569+323.3% | $6,101+217.0% | $5,124+277.5% |