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 | $288,417 | $62,573+360.9% | $85,682+236.6% | $85,850+236.0% |
| Participation rate | 97.3% | 61.1%+36.2pp | 69.9%+27.4pp | 69.3%+28.0pp |
| Annual return | 17.47% | 23.77%-6.3pp | 21.49%-4.0pp | 318.53%-301.1pp |
| Employer contribution / active EE | $22,023 | $1,757+1153.6% | $2,618+741.1% | $2,565+758.6% |
| Participant deferral / active EE | $12,440 | $2,802+343.9% | $3,923+217.1% | $3,952+214.8% |
| Admin fee / account holder | $10,839 | $4,640+133.6% | $6,873+57.7% | $6,260+73.2% |