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 | $289,127 | $148,978+94.1% | $200,582+44.1% | $84,808+240.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.57% | 28.16%-14.6pp | 42.33%-28.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $4,929 | $4,815+2.4% | $6,419-23.2% | $2,631+87.3% |
| Participant deferral / active EE | $5,977 | $7,142-16.3% | $9,331-35.9% | $4,212+41.9% |
| Admin fee / account holder | $16,311 | $13,977+16.7% | $16,3050% | $7,344+122.1% |