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 | $270,630 | $86,929+211.3% | $102,423+164.2% | $80,856+234.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.60% | 18.88%-4.3pp | 29.32%-14.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $5,730 | $2,369+141.9% | $3,023+89.5% | $2,755+108.0% |
| Participant deferral / active EE | $12,218 | $4,118+196.7% | $5,053+141.8% | $4,296+184.4% |
| Admin fee / account holder | $5,032 | $8,049-37.5% | $9,451-46.8% | $6,918-27.3% |