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 | $344,143 | $72,277+376.1% | $101,248+239.9% | $79,858+330.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.98% | 22.30%-6.3pp | 46.47%-30.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $13,593 | $2,692+405.0% | $3,660+271.4% | $2,471+450.1% |
| Participant deferral / active EE | $9,389 | $3,282+186.1% | $4,370+114.8% | $3,740+151.0% |
| Admin fee / account holder | $7,775 | $4,400+76.7% | $5,945+30.8% | $5,306+46.5% |