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 | $445,529 | $109,881+305.5% | $150,045+196.9% | $84,808+425.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.20% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,918 | $3,561+10.0% | $4,693-16.5% | $2,631+48.9% |
| Participant deferral / active EE | $15,239 | $6,636+129.6% | $7,997+90.6% | $4,212+261.8% |
| Admin fee / account holder | $60,792 | $8,568+609.5% | $13,435+352.5% | $7,344+727.8% |