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 | $340,575 | $104,251+226.7% | $91,001+274.3% | $147,584+130.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.17% | 27.06%-9.9pp | 4.60%+12.6pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,318 | $3,116+6.5% | $2,456+35.1% | $4,876-32.0% |
| Participant deferral / active EE | $5,304 | $4,195+26.4% | $3,547+49.5% | $5,439-2.5% |
| Admin fee / account holder | $16,471 | $8,948+84.1% | $5,417+204.0% | $10,885+51.3% |