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 | $394,004 | $153,311+157.0% | $109,313+260.4% | $273,961+43.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 10.38% | 29.86%-19.5pp | 22.07%-11.7pp | 41.45%-31.1pp |
| Employer contribution / active EE | $5,454 | $5,619-2.9% | $3,892+40.1% | $4,869+12.0% |
| Participant deferral / active EE | $14,845 | $3,932+277.5% | $3,166+368.8% | $5,287+180.8% |
| Admin fee / account holder | $1,949 | $8,076-75.9% | $5,666-65.6% | $10,132-80.8% |