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 8-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 | $288,495 | $138,347+108.5% | $184,203+56.6% | $80,856+256.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 18.90% | 20.02%-1.1pp | 28.81%-9.9pp | 35.59%-16.7pp |
| Employer contribution / active EE | $29,089 | $4,850+499.7% | $6,427+352.6% | $2,755+955.9% |
| Participant deferral / active EE | $16,262 | $7,071+130.0% | $9,131+78.1% | $4,296+278.5% |
| Admin fee / account holder | $860 | $10,483-91.8% | $13,901-93.8% | $6,918-87.6% |