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 | $375,797 | $95,803+292.3% | $113,168+232.1% | $84,808+343.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.22% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $20,255 | $2,360+758.3% | $2,975+580.8% | $2,631+669.9% |
| Participant deferral / active EE | $4,591 | $4,242+8.2% | $5,107-10.1% | $4,212+9.0% |
| Admin fee / account holder | $23,839 | $8,989+165.2% | $12,068+97.5% | $7,344+224.6% |