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 | $367,995 | $81,460+351.8% | $103,333+256.1% | $80,856+355.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.80% | 25.55%-10.7pp | 24.88%-10.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $12,661 | $3,105+307.7% | $3,868+227.3% | $2,755+359.6% |
| Participant deferral / active EE | $10,185 | $3,869+163.3% | $5,057+101.4% | $4,296+137.1% |
| Admin fee / account holder | $9,977 | $6,566+51.9% | $8,355+19.4% | $6,918+44.2% |