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 | $448,372 | $148,978+201.0% | $200,582+123.5% | $84,808+428.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.92% | 28.16%-11.2pp | 42.33%-25.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $13,001 | $4,815+170.0% | $6,419+102.5% | $2,631+394.1% |
| Participant deferral / active EE | $17,912 | $7,142+150.8% | $9,331+92.0% | $4,212+325.3% |
| Admin fee / account holder | $9,972 | $13,977-28.7% | $16,305-38.8% | $7,344+35.8% |