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 | $146,267+97.7% | $197,124+46.7% | $82,448+250.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 13.57% | 29.61%-16.0pp | 44.34%-30.8pp | 41.64%-28.1pp |
| Employer contribution / active EE | $4,929 | $4,723+4.3% | $6,227-20.9% | $2,551+93.2% |
| Participant deferral / active EE | $5,977 | $7,035-15.0% | $9,135-34.6% | $4,139+44.4% |
| Admin fee / account holder | $16,311 | $14,422+13.1% | $16,298+0.1% | $7,234+125.5% |