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 6-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 | $307,672 | $138,347+122.4% | $184,203+67.0% | $80,856+280.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 18.89% | 20.02%-1.1pp | 28.81%-9.9pp | 35.59%-16.7pp |
| Employer contribution / active EE | $4,579 | $4,850-5.6% | $6,427-28.8% | $2,755+66.2% |
| Participant deferral / active EE | $14,794 | $7,071+109.2% | $9,131+62.0% | $4,296+244.4% |
| Admin fee / account holder | $83,789 | $10,483+699.3% | $13,901+502.8% | $6,918+1111.2% |