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 | $313,692 | $56,053+459.6% | $75,972+312.9% | $80,856+288.0% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 16.64% | 20.53%-3.9pp | 359.55%-342.9pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,577 | $1,874-15.8% | $2,685-41.3% | $2,755-42.7% |
| Participant deferral / active EE | $8,368 | $3,052+174.2% | $4,255+96.6% | $4,296+94.8% |
| Admin fee / account holder | $20,181 | $5,234+285.6% | $6,467+212.1% | $6,918+191.7% |