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 | $322,453 | $148,978+116.4% | $200,582+60.8% | $84,808+280.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 22.24% | 28.16%-5.9pp | 42.33%-20.1pp | 40.90%-18.7pp |
| Employer contribution / active EE | $45,886 | $4,815+852.9% | $6,419+614.9% | $2,631+1644.1% |
| Participant deferral / active EE | $20,100 | $7,142+181.4% | $9,331+115.4% | $4,212+377.2% |
| Admin fee / account holder | $4,979 | $13,977-64.4% | $16,305-69.5% | $7,344-32.2% |