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 7-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 | $299,821 | $80,673+271.7% | $101,326+195.9% | $84,808+253.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 16.55% | 38.95%-22.4pp | 36.82%-20.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $10,723 | $2,698+297.5% | $3,665+192.6% | $2,631+307.6% |
| Participant deferral / active EE | $8,380 | $6,840+22.5% | $7,994+4.8% | $4,212+99.0% |
| Admin fee / account holder | $5,618 | $12,784-56.1% | $11,185-49.8% | $7,344-23.5% |