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 | $403,331 | $123,793+225.8% | $177,821+126.8% | $79,858+405.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.50% | 22.82%-5.3pp | 48.32%-30.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $15,041 | $4,095+267.3% | $5,918+154.1% | $2,471+508.8% |
| Participant deferral / active EE | $11,941 | $5,956+100.5% | $7,714+54.8% | $3,740+219.3% |
| Admin fee / account holder | $7,507 | $7,243+3.6% | $12,427-39.6% | $5,306+41.5% |