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 | $371,764 | $81,460+356.4% | $103,333+259.8% | $80,856+359.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.59% | 25.55%-8.0pp | 24.88%-7.3pp | 35.59%-18.0pp |
| Employer contribution / active EE | $10,648 | $3,105+242.9% | $3,868+175.3% | $2,755+286.5% |
| Participant deferral / active EE | $9,473 | $3,869+144.9% | $5,057+87.3% | $4,296+120.5% |
| Admin fee / account holder | $37,294 | $6,566+467.9% | $8,355+346.4% | $6,918+439.1% |