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 | $444,139 | $87,841+405.6% | $133,980+231.5% | $62,891+606.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 11.46% | 12.05%-0.6pp | 29.30%-17.8pp | 20.14%-8.7pp |
| Employer contribution / active EE | $8,379 | $3,483+140.6% | $5,211+60.8% | $2,281+267.4% |
| Participant deferral / active EE | $12,404 | $4,812+157.8% | $6,282+97.5% | $3,203+287.3% |
| Admin fee / account holder | $2,942 | $5,371-45.2% | $9,324-68.4% | $4,296-31.5% |