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 | $305,788 | $60,022+409.5% | $88,946+243.8% | $84,808+260.6% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 21.63% | 22.43%-0.8pp | 57.82%-36.2pp | 40.90%-19.3pp |
| Employer contribution / active EE | $22,676 | $1,703+1231.7% | $2,555+787.5% | $2,631+761.9% |
| Participant deferral / active EE | $19,374 | $3,114+522.2% | $4,581+322.9% | $4,212+360.0% |
| Admin fee / account holder | $6,791 | $4,811+41.2% | $8,261-17.8% | $7,344-7.5% |