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 | $455,463 | $148,978+205.7% | $200,582+127.1% | $84,808+437.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 22.61% | 28.16%-5.5pp | 42.33%-19.7pp | 40.90%-18.3pp |
| Employer contribution / active EE | $14,561 | $4,815+202.4% | $6,419+126.8% | $2,631+453.4% |
| Participant deferral / active EE | $12,756 | $7,142+78.6% | $9,331+36.7% | $4,212+202.9% |
| Admin fee / account holder | $2,320 | $13,977-83.4% | $16,305-85.8% | $7,344-68.4% |