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 | $348,010 | $72,012+383.3% | $185,823+87.3% | $79,858+335.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 15.33% | 23.12%-7.8pp | 35.95%-20.6pp | 31.71%-16.4pp |
| Employer contribution / active EE | $13,782 | $1,965+601.5% | $4,087+237.2% | $2,471+457.8% |
| Participant deferral / active EE | $9,452 | $3,779+150.1% | $5,632+67.8% | $3,740+152.7% |
| Admin fee / account holder | $31,722 | $4,513+603.0% | $9,500+233.9% | $5,306+497.8% |