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 | $397,322 | $80,717+392.2% | $154,803+156.7% | $84,808+368.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.51% | 37.96%-22.4pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $13,393 | $2,761+385.0% | $4,305+211.1% | $2,631+409.1% |
| Participant deferral / active EE | $8,225 | $3,303+149.0% | $5,540+48.5% | $4,212+95.3% |
| Admin fee / account holder | $8,519 | $6,746+26.3% | $14,329-40.5% | $7,344+16.0% |