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 | $258,733 | $45,035+474.5% | $62,995+310.7% | $70,131+268.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.98% | 18.76%-3.8pp | 87.57%-72.6pp | 73.14%-58.2pp |
| Employer contribution / active EE | $22,996 | $2,051+1021.0% | $2,759+733.5% | $2,342+881.7% |
| Participant deferral / active EE | $8,497 | $2,465+244.8% | $3,329+155.2% | $3,332+155.0% |
| Admin fee / account holder | $32,217 | $2,834+1036.7% | $3,600+794.9% | $4,645+593.5% |