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 | $317,176 | $72,277+338.8% | $101,248+213.3% | $79,858+297.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 19.53% | 22.30%-2.8pp | 46.47%-26.9pp | 31.71%-12.2pp |
| Employer contribution / active EE | $3,993 | $2,692+48.3% | $3,660+9.1% | $2,471+61.6% |
| Participant deferral / active EE | $11,055 | $3,282+236.9% | $4,370+153.0% | $3,740+195.6% |
| Admin fee / account holder | $1,664 | $4,400-62.2% | $5,945-72.0% | $5,306-68.6% |