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 | $252,616 | $95,803+163.7% | $113,168+123.2% | $84,808+197.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 16.64% | 25.00%-8.4pp | 24.27%-7.6pp | 40.90%-24.3pp |
| Employer contribution / active EE | $13,825 | $2,360+485.8% | $2,975+364.7% | $2,631+425.5% |
| Participant deferral / active EE | $7,034 | $4,242+65.8% | $5,107+37.7% | $4,212+67.0% |
| Admin fee / account holder | $1,143 | $8,989-87.3% | $12,068-90.5% | $7,344-84.4% |