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 | $467,936 | $153,772+204.3% | $133,980+249.3% | $273,961+70.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.98% | 36.51%-20.5pp | 29.30%-13.3pp | 41.45%-25.5pp |
| Employer contribution / active EE | $12,586 | $6,029+108.8% | $5,211+141.5% | $4,869+158.5% |
| Participant deferral / active EE | $12,222 | $6,958+75.7% | $6,282+94.6% | $5,287+131.2% |
| Admin fee / account holder | $22,990 | $11,765+95.4% | $9,324+146.6% | $10,132+126.9% |