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 | $287,362 | $109,413+162.6% | $156,263+83.9% | $84,808+238.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.59% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $6,890 | $2,907+137.0% | $4,333+59.0% | $2,631+161.9% |
| Participant deferral / active EE | $6,919 | $4,590+50.8% | $6,158+12.4% | $4,212+64.3% |
| Admin fee / account holder | $19,149 | $9,357+104.7% | $14,255+34.3% | $7,344+160.7% |