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 | $331,612 | $81,460+307.1% | $103,333+220.9% | $80,856+310.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.48% | 25.55%-15.1pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $12,844 | $3,105+313.6% | $3,868+232.1% | $2,755+366.2% |
| Participant deferral / active EE | $7,880 | $3,869+103.7% | $5,057+55.8% | $4,296+83.4% |
| Admin fee / account holder | $11,957 | $6,566+82.1% | $8,355+43.1% | $6,918+72.8% |