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 | $272,572 | $56,277+384.3% | $80,975+236.6% | $62,891+333.4% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 8.84% | 22.12%-13.3pp | 17.10%-8.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $15,423 | $1,943+693.9% | $3,714+315.2% | $2,281+576.2% |
| Participant deferral / active EE | $5,421 | $4,195+29.2% | $5,696-4.8% | $3,203+69.2% |
| Admin fee / account holder | $7,175 | $3,741+91.8% | $5,516+30.1% | $4,296+67.0% |