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 | $358,703 | $104,251+244.1% | $91,001+294.2% | $147,584+143.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.66% | 27.06%-10.4pp | 4.60%+12.1pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,863 | $3,116-8.1% | $2,456+16.6% | $4,876-41.3% |
| Participant deferral / active EE | $4,949 | $4,195+18.0% | $3,547+39.5% | $5,439-9.0% |
| Admin fee / account holder | $9,399 | $8,948+5.0% | $5,417+73.5% | $10,885-13.7% |