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 | $347,754 | $72,492+379.7% | $87,100+299.3% | $72,985+376.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.66% | 24.46%-3.8pp | 28.19%-7.5pp | 81.00%-60.3pp |
| Employer contribution / active EE | $6,616 | $1,894+249.4% | $2,521+162.4% | $2,440+171.2% |
| Participant deferral / active EE | $10,021 | $3,270+206.5% | $4,049+147.5% | $3,607+177.8% |
| Admin fee / account holder | $5,843 | $5,055+15.6% | $7,497-22.1% | $5,124+14.0% |