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 | $337,148 | $54,762+515.7% | $90,281+273.4% | $72,985+361.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.07% | 30.63%-10.6pp | 78.10%-58.0pp | 81.00%-60.9pp |
| Employer contribution / active EE | $11,696 | $2,092+458.9% | $2,854+309.7% | $2,440+379.4% |
| Participant deferral / active EE | $11,423 | $2,887+295.7% | $3,885+194.0% | $3,607+216.7% |
| Admin fee / account holder | $2,658 | $3,972-33.1% | $5,351-50.3% | $5,124-48.1% |