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 | $406,668 | $95,803+324.5% | $113,168+259.3% | $84,808+379.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 12.58% | 25.00%-12.4pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,423 | $2,360+45.0% | $2,975+15.0% | $2,631+30.1% |
| Participant deferral / active EE | $14,386 | $4,242+239.1% | $5,107+181.7% | $4,212+241.6% |
| Admin fee / account holder | $36,206 | $8,989+302.8% | $12,068+200.0% | $7,344+393.0% |