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 | $271,917 | $93,571+190.6% | $135,903+100.1% | $75,163+261.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.41% | 30.90%-14.5pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $7,106 | $3,537+100.9% | $4,856+46.3% | $2,670+166.2% |
| Participant deferral / active EE | $9,813 | $6,404+53.2% | $7,758+26.5% | $4,125+137.9% |
| Admin fee / account holder | $6,065 | $6,975-13.0% | $10,762-43.6% | $5,651+7.3% |