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 | $281,666 | $58,512+381.4% | $84,015+235.3% | $72,985+285.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 20.87% | 28.93%-8.1pp | 71.31%-50.4pp | 81.00%-60.1pp |
| Employer contribution / active EE | $4,526 | $1,163+289.2% | $1,983+128.2% | $2,440+85.5% |
| Participant deferral / active EE | $9,075 | $2,394+279.1% | $3,239+180.2% | $3,607+151.6% |
| Admin fee / account holder | $9,139 | $4,569+100.0% | $6,101+49.8% | $5,124+78.3% |