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 5-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 | $464,279 | $138,347+235.6% | $184,203+152.0% | $80,856+474.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.59% | 20.02%-3.4pp | 28.81%-12.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $11,839 | $4,850+144.1% | $6,427+84.2% | $2,755+329.8% |
| Participant deferral / active EE | $15,510 | $7,071+119.4% | $9,131+69.9% | $4,296+261.1% |
| Admin fee / account holder | $1,121 | $10,483-89.3% | $13,901-91.9% | $6,918-83.8% |