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 | $287,565 | $81,446+253.1% | $103,374+178.2% | $80,874+255.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.43% | 25.57%-12.1pp | 24.89%-11.5pp | 35.62%-22.2pp |
| Employer contribution / active EE | $6,515 | $3,107+109.7% | $3,869+68.4% | $2,756+136.4% |
| Participant deferral / active EE | $13,737 | $3,870+255.0% | $5,058+171.6% | $4,297+219.7% |
| Admin fee / account holder | $20,762 | $6,715+209.2% | $8,394+147.3% | $6,935+199.4% |