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 | $276,820 | $72,277+283.0% | $101,248+173.4% | $79,858+246.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.49% | 22.30%-6.8pp | 46.47%-31.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $4,983 | $2,692+85.2% | $3,660+36.2% | $2,471+101.7% |
| Participant deferral / active EE | $7,495 | $3,282+128.4% | $4,370+71.5% | $3,740+100.4% |
| Admin fee / account holder | $8,508 | $4,400+93.3% | $5,945+43.1% | $5,306+60.3% |