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 | $376,304 | $67,606+456.6% | $82,313+357.2% | $70,131+436.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.55% | 21.57%0pp | 25.88%-4.3pp | 73.14%-51.6pp |
| Employer contribution / active EE | $10,239 | $1,755+483.5% | $2,428+321.6% | $2,342+337.1% |
| Participant deferral / active EE | $10,136 | $2,987+239.3% | $3,706+173.5% | $3,332+204.2% |
| Admin fee / account holder | $6,385 | $4,512+41.5% | $5,608+13.9% | $4,645+37.4% |