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 | $396,076 | $81,460+386.2% | $103,333+283.3% | $80,856+389.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.78% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $8,102 | $3,105+160.9% | $3,868+109.5% | $2,755+194.1% |
| Participant deferral / active EE | $9,155 | $3,869+136.6% | $5,057+81.0% | $4,296+113.1% |
| Admin fee / account holder | $16,773 | $6,566+155.4% | $8,355+100.8% | $6,918+142.5% |