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 | $351,370 | $95,803+266.8% | $113,168+210.5% | $84,808+314.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 12.97% | 25.00%-12.0pp | 24.27%-11.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $4,151 | $2,360+75.9% | $2,975+39.5% | $2,631+57.8% |
| Participant deferral / active EE | $3,293 | $4,242-22.4% | $5,107-35.5% | $4,212-21.8% |
| Admin fee / account holder | $14,436 | $8,989+60.6% | $12,068+19.6% | $7,344+96.6% |