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 | $359,875 | $95,803+275.6% | $113,168+218.0% | $84,808+324.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.15% | 25.00%-10.9pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $5,303 | $2,360+124.7% | $2,975+78.2% | $2,631+101.6% |
| Participant deferral / active EE | $7,364 | $4,242+73.6% | $5,107+44.2% | $4,212+74.8% |
| Admin fee / account holder | $15,557 | $8,989+73.1% | $12,068+28.9% | $7,344+111.8% |