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 | $410,806 | $101,724+303.8% | $164,813+149.3% | $80,856+408.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.35% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.2pp |
| Employer contribution / active EE | $30,626 | $2,953+937.0% | $4,341+605.5% | $2,755+1011.7% |
| Participant deferral / active EE | $7,447 | $4,477+66.3% | $6,031+23.5% | $4,296+73.4% |
| Admin fee / account holder | $39,554 | $8,227+380.8% | $12,690+211.7% | $6,918+471.8% |