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 | $281,647 | $106,749+163.8% | $145,433+93.7% | $82,448+241.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 24.95% | 27.59%-2.6pp | 66.58%-41.6pp | 41.64%-16.7pp |
| Employer contribution / active EE | $3,640 | $3,444+5.7% | $4,554-20.1% | $2,551+42.7% |
| Participant deferral / active EE | $14,352 | $6,519+120.2% | $7,897+81.7% | $4,139+246.7% |
| Admin fee / account holder | $15,959 | $8,390+90.2% | $13,129+21.6% | $7,234+120.6% |