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 | $363,437 | $81,248+347.3% | $155,509+133.7% | $80,856+349.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 20.20% | 33.31%-13.1pp | 64.67%-44.5pp | 35.59%-15.4pp |
| Employer contribution / active EE | $28,938 | $3,100+833.4% | $4,672+519.3% | $2,755+950.4% |
| Participant deferral / active EE | $14,779 | $3,452+328.2% | $5,626+162.7% | $4,296+244.0% |
| Admin fee / account holder | $4,062 | $7,997-49.2% | $15,912-74.5% | $6,918-41.3% |