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 | $320,644 | $80,717+297.2% | $154,803+107.1% | $84,808+278.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.31% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $18,004 | $2,761+552.0% | $4,305+318.2% | $2,631+584.3% |
| Participant deferral / active EE | $17,940 | $3,303+443.1% | $5,540+223.8% | $4,212+326.0% |
| Admin fee / account holder | $31,429 | $6,746+365.9% | $14,329+119.3% | $7,344+328.0% |