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 7-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 | $348,743 | $80,717+332.1% | $154,803+125.3% | $84,808+311.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.02% | 37.96%-18.9pp | 58.88%-39.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $26,009 | $2,761+841.9% | $4,305+504.1% | $2,631+888.6% |
| Participant deferral / active EE | $23,787 | $3,303+620.1% | $5,540+329.3% | $4,212+464.8% |
| Admin fee / account holder | $3,349 | $6,746-50.3% | $14,329-76.6% | $7,344-54.4% |