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 | $289,456 | $124,281+132.9% | $109,143+165.2% | $167,490+72.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 27.50% | 26.04%+1.5pp | 25.75%+1.8pp | 478.56%-451.1pp |
| Employer contribution / active EE | $23,986 | $4,207+470.1% | $3,722+544.5% | $4,837+395.8% |
| Participant deferral / active EE | $15,250 | $5,255+190.2% | $4,653+227.7% | $6,341+140.5% |
| Admin fee / account holder | $5,523 | $7,970-30.7% | $6,752-18.2% | $12,309-55.1% |