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 | $283,211 | $81,460+247.7% | $103,333+174.1% | $80,856+250.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 21.08% | 25.55%-4.5pp | 24.88%-3.8pp | 35.59%-14.5pp |
| Employer contribution / active EE | $4,296 | $3,105+38.3% | $3,868+11.1% | $2,755+55.9% |
| Participant deferral / active EE | $10,315 | $3,869+166.6% | $5,057+104.0% | $4,296+140.1% |
| Admin fee / account holder | $41,644 | $6,566+534.2% | $8,355+398.4% | $6,918+502.0% |