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 | $289,633 | $64,480+349.2% | $81,382+255.9% | $80,856+258.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 12.13% | 16.34%-4.2pp | 24.73%-12.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $11,314 | $1,978+471.9% | $2,463+359.4% | $2,755+310.7% |
| Participant deferral / active EE | $5,997 | $3,094+93.9% | $3,883+54.4% | $4,296+39.6% |
| Admin fee / account holder | $7,035 | $5,671+24.0% | $5,768+22.0% | $6,918+1.7% |