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 | $319,563 | $58,512+446.2% | $84,015+280.4% | $72,985+337.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 20.02% | 28.93%-8.9pp | 71.31%-51.3pp | 81.00%-61.0pp |
| Employer contribution / active EE | $7,575 | $1,163+551.4% | $1,983+281.9% | $2,440+210.5% |
| Participant deferral / active EE | $2,676 | $2,394+11.8% | $3,239-17.4% | $3,607-25.8% |
| Admin fee / account holder | $31,381 | $4,569+586.9% | $6,101+414.4% | $5,124+512.4% |