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 | $330,387 | $123,793+166.9% | $177,821+85.8% | $79,858+313.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 19.40% | 22.82%-3.4pp | 48.32%-28.9pp | 31.71%-12.3pp |
| Employer contribution / active EE | $10,992 | $4,095+168.4% | $5,918+85.7% | $2,471+344.9% |
| Participant deferral / active EE | $15,762 | $5,956+164.6% | $7,714+104.3% | $3,740+321.5% |
| Admin fee / account holder | $6,861 | $7,243-5.3% | $12,427-44.8% | $5,306+29.3% |