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 7-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 | $436,028 | $148,978+192.7% | $200,582+117.4% | $84,808+414.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.98% | 28.16%-13.2pp | 42.33%-27.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $12,031 | $4,815+149.9% | $6,419+87.4% | $2,631+357.3% |
| Participant deferral / active EE | $18,553 | $7,142+159.8% | $9,331+98.8% | $4,212+340.5% |
| Admin fee / account holder | $58,058 | $13,977+315.4% | $16,305+256.1% | $7,344+690.6% |