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 | $318,255 | $148,978+113.6% | $200,582+58.7% | $84,808+275.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 18.92% | 28.16%-9.2pp | 42.33%-23.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $20,536 | $4,815+326.5% | $6,419+219.9% | $2,631+680.5% |
| Participant deferral / active EE | $16,775 | $7,142+134.9% | $9,331+79.8% | $4,212+298.3% |
| Admin fee / account holder | $6,345 | $13,977-54.6% | $16,305-61.1% | $7,344-13.6% |