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 | $275,161 | $95,803+187.2% | $113,168+143.1% | $84,808+224.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 17.19% | 25.00%-7.8pp | 24.27%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $10,150 | $2,360+330.1% | $2,975+241.1% | $2,631+285.8% |
| Participant deferral / active EE | $5,181 | $4,242+22.1% | $5,107+1.4% | $4,212+23.0% |
| Admin fee / account holder | $22,512 | $8,989+150.4% | $12,068+86.5% | $7,344+206.5% |