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 | $797,713 | $148,978+435.5% | $200,582+297.7% | $84,808+840.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.73% | 28.16%-12.4pp | 42.33%-26.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $15,553 | $4,815+223.0% | $6,419+142.3% | $2,631+491.1% |
| Participant deferral / active EE | $17,677 | $7,142+147.5% | $9,331+89.4% | $4,212+319.7% |
| Admin fee / account holder | $3,025 | $13,977-78.4% | $16,305-81.4% | $7,344-58.8% |