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 | $467,855 | $146,267+219.9% | $197,124+137.3% | $82,448+467.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.67% | 29.61%-14.9pp | 44.34%-29.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $20,913 | $4,723+342.8% | $6,227+235.8% | $2,551+719.8% |
| Participant deferral / active EE | $9,613 | $7,035+36.6% | $9,135+5.2% | $4,139+132.2% |
| Admin fee / account holder | $12,562 | $14,422-12.9% | $16,298-22.9% | $7,234+73.6% |