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 | $320,884 | $86,929+269.1% | $102,423+213.3% | $80,856+296.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 28.33% | 18.88%+9.4pp | 29.32%-1.0pp | 35.59%-7.3pp |
| Employer contribution / active EE | $3,440 | $2,369+45.2% | $3,023+13.8% | $2,755+24.9% |
| Participant deferral / active EE | $3,402 | $4,118-17.4% | $5,053-32.7% | $4,296-20.8% |
| Admin fee / account holder | $10,468 | $8,049+30.0% | $9,451+10.8% | $6,918+51.3% |