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 | $289,094 | $76,407+278.4% | $150,298+92.3% | $82,448+250.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.96% | 39.99%-26.0pp | 62.79%-48.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $10,272 | $2,614+293.0% | $4,154+147.3% | $2,551+302.7% |
| Participant deferral / active EE | $8,608 | $3,214+167.8% | $5,453+57.9% | $4,139+108.0% |
| Admin fee / account holder | $5,933 | $6,352-6.6% | $14,116-58.0% | $7,234-18.0% |