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 | $560,036 | $148,978+275.9% | $200,582+179.2% | $84,808+560.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.93% | 28.16%-14.2pp | 42.33%-28.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $11,410 | $4,815+137.0% | $6,419+77.8% | $2,631+333.7% |
| Participant deferral / active EE | $15,596 | $7,142+118.4% | $9,331+67.1% | $4,212+270.3% |
| Admin fee / account holder | $13,325 | $13,977-4.7% | $16,305-18.3% | $7,344+81.4% |