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 | $308,994 | $86,929+255.5% | $102,423+201.7% | $80,856+282.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.33% | 18.88%-7.5pp | 29.32%-18.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $6,586 | $2,369+178.0% | $3,023+117.8% | $2,755+139.1% |
| Participant deferral / active EE | $7,653 | $4,118+85.8% | $5,053+51.5% | $4,296+78.2% |
| Admin fee / account holder | $9,946 | $8,049+23.6% | $9,451+5.2% | $6,918+43.8% |