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 | $259,213 | $80,717+221.1% | $154,803+67.4% | $84,808+205.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.36% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $8,547 | $2,761+209.5% | $4,305+98.5% | $2,631+224.8% |
| Participant deferral / active EE | $6,775 | $3,303+105.1% | $5,540+22.3% | $4,212+60.9% |
| Admin fee / account holder | $4,247 | $6,746-37.0% | $14,329-70.4% | $7,344-42.2% |