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 | $365,506 | $95,803+281.5% | $113,168+223.0% | $84,808+331.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 16.91% | 25.00%-8.1pp | 24.27%-7.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,587 | $2,360+9.6% | $2,975-13.1% | $2,631-1.7% |
| Participant deferral / active EE | $12,719 | $4,242+199.8% | $5,107+149.1% | $4,212+202.0% |
| Admin fee / account holder | $16,116 | $8,989+79.3% | $12,068+33.5% | $7,344+119.5% |