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 | $380,599 | $109,881+246.4% | $150,045+153.7% | $84,808+348.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 24.36% | 28.25%-3.9pp | 62.55%-38.2pp | 40.90%-16.5pp |
| Employer contribution / active EE | $8,445 | $3,561+137.2% | $4,693+80.0% | $2,631+221.0% |
| Participant deferral / active EE | $13,394 | $6,636+101.8% | $7,997+67.5% | $4,212+218.0% |
| Admin fee / account holder | $2,204 | $8,568-74.3% | $13,435-83.6% | $7,344-70.0% |