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 | $428,103 | $80,717+430.4% | $154,803+176.5% | $84,808+404.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.31% | 37.96%-22.6pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $15,045 | $2,761+444.9% | $4,305+249.5% | $2,631+471.9% |
| Participant deferral / active EE | $10,030 | $3,303+203.6% | $5,540+81.0% | $4,212+138.1% |
| Admin fee / account holder | $9,309 | $6,746+38.0% | $14,329-35.0% | $7,344+26.8% |