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 | $370,583 | $81,460+354.9% | $103,333+258.6% | $80,856+358.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.58% | 25.55%-9.0pp | 24.88%-8.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $5,970 | $3,105+92.3% | $3,868+54.4% | $2,755+116.7% |
| Participant deferral / active EE | $17,227 | $3,869+345.3% | $5,057+240.6% | $4,296+301.0% |
| Admin fee / account holder | $4,337 | $6,566-34.0% | $8,355-48.1% | $6,918-37.3% |