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 | $453,185 | $81,460+456.3% | $103,333+338.6% | $80,856+460.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 25.27% | 25.55%-0.3pp | 24.88%+0.4pp | 35.59%-10.3pp |
| Employer contribution / active EE | $8,212 | $3,105+164.5% | $3,868+112.3% | $2,755+198.1% |
| Participant deferral / active EE | $10,565 | $3,869+173.1% | $5,057+108.9% | $4,296+145.9% |
| Admin fee / account holder | $5,712 | $6,566-13.0% | $8,355-31.6% | $6,918-17.4% |