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 9-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 | $553,607 | $138,385+300.0% | $184,200+200.5% | $80,874+584.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.63% | 20.02%-3.4pp | 28.80%-12.2pp | 35.62%-19.0pp |
| Employer contribution / active EE | $15,735 | $4,849+224.5% | $6,424+144.9% | $2,756+471.0% |
| Participant deferral / active EE | $29,245 | $7,073+313.5% | $9,132+220.3% | $4,297+580.6% |
| Admin fee / account holder | $2,735 | $10,483-73.9% | $13,907-80.3% | $6,935-60.6% |