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 | $332,279 | $148,978+123.0% | $200,582+65.7% | $84,808+291.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 22.09% | 28.16%-6.1pp | 42.33%-20.2pp | 40.90%-18.8pp |
| Employer contribution / active EE | $10,754 | $4,815+123.3% | $6,419+67.5% | $2,631+308.8% |
| Participant deferral / active EE | $14,966 | $7,142+109.5% | $9,331+60.4% | $4,212+255.4% |
| Admin fee / account holder | $12,238 | $13,977-12.4% | $16,305-24.9% | $7,344+66.6% |