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 | $359,918 | $148,978+141.6% | $200,582+79.4% | $84,808+324.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 20.64% | 28.16%-7.5pp | 42.33%-21.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $27,495 | $4,815+471.0% | $6,419+328.3% | $2,631+945.0% |
| Participant deferral / active EE | $20,859 | $7,142+192.1% | $9,331+123.5% | $4,212+395.3% |
| Admin fee / account holder | $3,616 | $13,977-74.1% | $16,305-77.8% | $7,344-50.8% |