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 | $332,454 | $93,571+255.3% | $135,903+144.6% | $75,163+342.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.84% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $14,304 | $3,537+304.4% | $4,856+194.5% | $2,670+435.8% |
| Participant deferral / active EE | $12,272 | $6,404+91.6% | $7,758+58.2% | $4,125+197.5% |
| Admin fee / account holder | $10,231 | $6,975+46.7% | $10,762-4.9% | $5,651+81.0% |