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 | $290,598 | $74,927+287.8% | $101,794+185.5% | $84,808+242.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 14.17% | 18.70%-4.5pp | 30.53%-16.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,305 | $1,522+117.2% | $2,289+44.4% | $2,631+25.6% |
| Participant deferral / active EE | $5,060 | $3,099+63.3% | $4,084+23.9% | $4,212+20.2% |
| Admin fee / account holder | $2,446 | $6,514-62.5% | $8,777-72.1% | $7,344-66.7% |