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 | $434,454 | $80,717+438.2% | $154,803+180.6% | $84,808+412.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 20.99% | 37.96%-17.0pp | 58.88%-37.9pp | 40.90%-19.9pp |
| Employer contribution / active EE | $13,334 | $2,761+382.9% | $4,305+209.7% | $2,631+406.8% |
| Participant deferral / active EE | $8,602 | $3,303+160.4% | $5,540+55.3% | $4,212+104.3% |
| Admin fee / account holder | $5,447 | $6,746-19.3% | $14,329-62.0% | $7,344-25.8% |