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 | $261,906 | $63,764+310.7% | $81,930+219.7% | $79,858+228.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 18.99% | 22.66%-3.7pp | 29.49%-10.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $10,288 | $1,795+473.0% | $4,310+138.7% | $2,471+316.4% |
| Participant deferral / active EE | $7,428 | $2,780+167.2% | $7,107+4.5% | $3,740+98.6% |
| Admin fee / account holder | $5,366 | $4,426+21.2% | $5,158+4.0% | $5,306+1.1% |