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 5-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 | $431,359 | $93,571+361.0% | $135,903+217.4% | $75,163+473.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.19% | 30.90%-8.7pp | 68.23%-46.0pp | 160.62%-138.4pp |
| Employer contribution / active EE | $10,060 | $3,537+184.4% | $4,856+107.2% | $2,670+276.8% |
| Participant deferral / active EE | $16,172 | $6,404+152.5% | $7,758+108.5% | $4,125+292.0% |
| Admin fee / account holder | $4,126 | $6,975-40.9% | $10,762-61.7% | $5,651-27.0% |