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 | $261,729 | $125,758+108.1% | $169,993+54.0% | $75,163+248.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 20.30% | 27.20%-6.9pp | 53.37%-33.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $14,103 | $4,615+205.6% | $6,785+107.9% | $2,670+428.3% |
| Participant deferral / active EE | $19,150 | $6,837+180.1% | $10,408+84.0% | $4,125+364.2% |
| Admin fee / account holder | $7,363 | $8,173-9.9% | $12,815-42.5% | $5,651+30.3% |