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 | $275,295 | $123,793+122.4% | $177,821+54.8% | $79,858+244.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.00% | 22.82%-8.8pp | 48.32%-34.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $8,965 | $4,095+118.9% | $5,918+51.5% | $2,471+262.8% |
| Participant deferral / active EE | $13,155 | $5,956+120.9% | $7,714+70.5% | $3,740+251.7% |
| Admin fee / account holder | $6,048 | $7,243-16.5% | $12,427-51.3% | $5,306+14.0% |