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 | $307,385 | $138,347+122.2% | $184,203+66.9% | $80,856+280.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 25.40% | 20.02%+5.4pp | 28.81%-3.4pp | 35.59%-10.2pp |
| Employer contribution / active EE | $4,760 | $4,850-1.9% | $6,427-25.9% | $2,755+72.8% |
| Participant deferral / active EE | $17,550 | $7,071+148.2% | $9,131+92.2% | $4,296+308.5% |
| Admin fee / account holder | $58,754 | $10,483+460.4% | $13,901+322.7% | $6,918+749.3% |