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 | $385,854 | $106,584+262.0% | $101,326+280.8% | $142,382+171.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.73% | 36.93%-20.2pp | 36.82%-20.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $8,595 | $3,956+117.3% | $3,665+134.5% | $4,299+99.9% |
| Participant deferral / active EE | $13,528 | $8,297+63.0% | $7,994+69.2% | $6,507+107.9% |
| Admin fee / account holder | $1,750 | $11,446-84.7% | $11,185-84.4% | $12,624-86.1% |