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 | $333,526 | $104,251+219.9% | $91,001+266.5% | $147,584+126.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.30% | 27.06%-12.8pp | 4.60%+9.7pp | 578.55%-564.2pp |
| Employer contribution / active EE | $12,726 | $3,116+308.4% | $2,456+418.2% | $4,876+161.0% |
| Participant deferral / active EE | $13,172 | $4,195+214.0% | $3,547+271.3% | $5,439+142.2% |
| Admin fee / account holder | $3,962 | $8,948-55.7% | $5,417-26.9% | $10,885-63.6% |