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 | $407,321 | $148,978+173.4% | $200,582+103.1% | $84,808+380.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 18.38% | 28.16%-9.8pp | 42.33%-24.0pp | 40.90%-22.5pp |
| Employer contribution / active EE | $13,749 | $4,815+185.5% | $6,419+114.2% | $2,631+422.6% |
| Participant deferral / active EE | $27,965 | $7,142+291.6% | $9,331+199.7% | $4,212+564.0% |
| Admin fee / account holder | $31,404 | $13,977+124.7% | $16,305+92.6% | $7,344+327.6% |