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 | $372,497 | $109,881+239.0% | $150,045+148.3% | $84,808+339.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.82% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,826 | $3,561+7.4% | $4,693-18.5% | $2,631+45.4% |
| Participant deferral / active EE | $14,210 | $6,636+114.1% | $7,997+77.7% | $4,212+237.4% |
| Admin fee / account holder | $7,631 | $8,568-10.9% | $13,435-43.2% | $7,344+3.9% |