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 | $365,682 | $81,460+348.9% | $103,333+253.9% | $80,856+352.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.06% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,794 | $3,105+22.2% | $3,868-1.9% | $2,755+37.7% |
| Participant deferral / active EE | $11,434 | $3,869+195.6% | $5,057+126.1% | $4,296+166.2% |
| Admin fee / account holder | $9,354 | $6,566+42.5% | $8,355+12.0% | $6,918+35.2% |