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 | $148,978+214.0% | $200,582+133.2% | $84,808+451.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.67% | 28.16%-13.5pp | 42.33%-27.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $20,913 | $4,815+334.3% | $6,419+225.8% | $2,631+694.9% |
| Participant deferral / active EE | $9,613 | $7,142+34.6% | $9,331+3.0% | $4,212+128.2% |
| Admin fee / account holder | $12,562 | $13,977-10.1% | $16,305-23.0% | $7,344+71.1% |