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 5-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 | $323,270 | $148,978+117.0% | $200,582+61.2% | $84,808+281.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.08% | 28.16%-12.1pp | 42.33%-26.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $7,500 | $4,815+55.8% | $6,419+16.8% | $2,631+185.1% |
| Participant deferral / active EE | $16,430 | $7,142+130.0% | $9,331+76.1% | $4,212+290.1% |
| Admin fee / account holder | $2,117 | $13,977-84.9% | $16,305-87.0% | $7,344-71.2% |