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 | $635,579 | $148,978+326.6% | $200,582+216.9% | $84,808+649.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.51% | 28.16%-10.7pp | 42.33%-24.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $14,316 | $4,815+197.3% | $6,419+123.0% | $2,631+444.1% |
| Participant deferral / active EE | $22,696 | $7,142+217.8% | $9,331+143.2% | $4,212+438.9% |
| Admin fee / account holder | $8,581 | $13,977-38.6% | $16,305-47.4% | $7,344+16.8% |