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 | $295,953 | $148,978+98.7% | $200,582+47.5% | $84,808+249.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.30% | 28.16%-12.9pp | 42.33%-27.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $10,949 | $4,815+127.4% | $6,419+70.6% | $2,631+316.1% |
| Participant deferral / active EE | $15,824 | $7,142+121.6% | $9,331+69.6% | $4,212+275.7% |
| Admin fee / account holder | $1,593 | $13,977-88.6% | $16,305-90.2% | $7,344-78.3% |