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 | $369,093 | $91,037+305.4% | $71,671+415.0% | $147,584+150.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 17.64% | 20.48%-2.8pp | 20.65%-3.0pp | 578.55%-560.9pp |
| Employer contribution / active EE | $5,965 | $3,327+79.3% | $2,460+142.5% | $4,876+22.3% |
| Participant deferral / active EE | $17,882 | $4,498+297.5% | $3,438+420.1% | $5,439+228.8% |
| Admin fee / account holder | $1,569 | $8,613-81.8% | $5,558-71.8% | $10,885-85.6% |