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 | $371,776 | $72,277+414.4% | $101,248+267.2% | $79,858+365.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.19% | 22.30%-7.1pp | 46.47%-31.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $15,306 | $2,692+468.7% | $3,660+318.3% | $2,471+519.5% |
| Participant deferral / active EE | $12,828 | $3,282+290.9% | $4,370+193.5% | $3,740+243.0% |
| Admin fee / account holder | $9,358 | $4,400+112.7% | $5,945+57.4% | $5,306+76.4% |