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 | $409,436 | $148,978+174.8% | $200,582+104.1% | $84,808+382.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.34% | 28.16%-13.8pp | 42.33%-28.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $8,650 | $4,815+79.6% | $6,419+34.8% | $2,631+228.8% |
| Participant deferral / active EE | $12,683 | $7,142+77.6% | $9,331+35.9% | $4,212+201.2% |
| Admin fee / account holder | $30,839 | $13,977+120.6% | $16,305+89.1% | $7,344+319.9% |