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 | $357,886 | $118,450+202.1% | $98,439+263.6% | $139,434+156.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.56% | 18.94%-3.4pp | 21.16%-5.6pp | 372.94%-357.4pp |
| Employer contribution / active EE | $7,872 | $3,609+118.1% | $3,048+158.3% | $4,751+65.7% |
| Participant deferral / active EE | $11,377 | $5,392+111.0% | $4,738+140.1% | $6,710+69.5% |
| Admin fee / account holder | $11,646 | $14,026-17.0% | $8,948+30.2% | $11,403+2.1% |