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 | $276,347 | $63,764+333.4% | $81,930+237.3% | $79,858+246.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 15.25% | 22.66%-7.4pp | 29.49%-14.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $9,607 | $1,795+435.1% | $4,310+122.9% | $2,471+288.8% |
| Participant deferral / active EE | $6,595 | $2,780+137.2% | $7,107-7.2% | $3,740+76.3% |
| Admin fee / account holder | $25,456 | $4,426+475.1% | $5,158+393.5% | $5,306+379.7% |