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 | $317,642 | $51,576+515.9% | $129,207+145.8% | $80,856+292.8% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 13.17% | 20.81%-7.6pp | 9417.33%-9404.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $28,749 | $1,584+1715.2% | $4,153+592.2% | $2,755+943.6% |
| Participant deferral / active EE | $14,459 | $2,669+441.8% | $4,168+246.9% | $4,296+236.6% |
| Admin fee / account holder | $16,204 | $4,305+276.4% | $7,715+110.0% | $6,918+134.2% |