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 | $306,961 | $138,347+121.9% | $184,203+66.6% | $80,856+279.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.51% | 20.02%-4.5pp | 28.81%-13.3pp | 35.59%-20.1pp |
| Employer contribution / active EE | $15,029 | $4,850+209.9% | $6,427+133.8% | $2,755+445.6% |
| Participant deferral / active EE | $21,069 | $7,071+198.0% | $9,131+130.7% | $4,296+390.5% |
| Admin fee / account holder | $13,247 | $10,483+26.4% | $13,901-4.7% | $6,918+91.5% |