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 | $338,019 | $72,012+369.4% | $185,823+81.9% | $79,858+323.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 16.17% | 23.12%-6.9pp | 35.95%-19.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $11,250 | $1,965+472.7% | $4,087+175.2% | $2,471+355.3% |
| Participant deferral / active EE | $14,755 | $3,779+290.5% | $5,632+162.0% | $3,740+294.5% |
| Admin fee / account holder | $23,521 | $4,513+421.2% | $9,500+147.6% | $5,306+343.3% |