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 | $322,711 | $81,460+296.2% | $103,333+212.3% | $80,856+299.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 19.38% | 25.55%-6.2pp | 24.88%-5.5pp | 35.59%-16.2pp |
| Employer contribution / active EE | $8,582 | $3,105+176.4% | $3,868+121.9% | $2,755+211.5% |
| Participant deferral / active EE | $12,092 | $3,869+212.6% | $5,057+139.1% | $4,296+181.5% |
| Admin fee / account holder | $7,458 | $6,566+13.6% | $8,355-10.7% | $6,918+7.8% |