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 | $691,821 | $148,978+364.4% | $200,582+244.9% | $84,808+715.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.83% | 28.16%-10.3pp | 42.33%-24.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $16,267 | $4,815+237.8% | $6,419+153.4% | $2,631+518.3% |
| Participant deferral / active EE | $30,226 | $7,142+323.2% | $9,331+223.9% | $4,212+617.7% |
| Admin fee / account holder | $2,947 | $13,977-78.9% | $16,305-81.9% | $7,344-59.9% |