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 | $411,199 | $53,777+664.6% | $134,143+206.5% | $79,858+414.9% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 17.14% | 19.01%-1.9pp | 36.33%-19.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $15,738 | $1,321+1091.1% | $3,704+324.9% | $2,471+537.0% |
| Participant deferral / active EE | $4,228 | $2,420+74.7% | $3,499+20.9% | $3,740+13.1% |
| Admin fee / account holder | $852 | $3,984-78.6% | $6,684-87.2% | $5,306-83.9% |