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 | $287,567 | $72,492+296.7% | $87,100+230.2% | $72,985+294.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.67% | 24.46%+0.2pp | 28.19%-3.5pp | 81.00%-56.3pp |
| Employer contribution / active EE | $16,552 | $1,894+774.0% | $2,521+556.5% | $2,440+578.4% |
| Participant deferral / active EE | $5,605 | $3,270+71.4% | $4,049+38.4% | $3,607+55.4% |
| Admin fee / account holder | $31,032 | $5,055+513.9% | $7,497+313.9% | $5,124+505.6% |