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 | $305,276 | $76,552+298.8% | $123,892+146.4% | $62,891+385.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.62% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $13,848 | $2,883+380.4% | $4,617+199.9% | $2,281+507.1% |
| Participant deferral / active EE | $5,380 | $4,840+11.2% | $5,984-10.1% | $3,203+68.0% |
| Admin fee / account holder | $2,895 | $4,826-40.0% | $8,357-65.4% | $4,296-32.6% |