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 | $272,091 | $92,985+192.6% | $153,485+77.3% | $80,856+236.5% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 12.05% | 19.95%-7.9pp | 15.65%-3.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $8,689 | $3,507+147.7% | $5,039+72.4% | $2,755+215.4% |
| Participant deferral / active EE | $8,096 | $5,178+56.4% | $6,757+19.8% | $4,296+88.5% |
| Admin fee / account holder | $3,588 | $8,880-59.6% | $12,724-71.8% | $6,918-48.1% |