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 | $278,789 | $81,460+242.2% | $103,333+169.8% | $80,856+244.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.00% | 25.55%-9.5pp | 24.88%-8.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $18,817 | $3,105+506.0% | $3,868+386.5% | $2,755+583.1% |
| Participant deferral / active EE | $7,558 | $3,869+95.4% | $5,057+49.4% | $4,296+75.9% |
| Admin fee / account holder | $22,241 | $6,566+238.7% | $8,355+166.2% | $6,918+221.5% |