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 | $450,304 | $181,894+147.6% | $156,549+187.6% | $273,961+64.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.38% | 30.74%-25.4pp | 32.23%-26.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $26,300 | $6,248+320.9% | $5,501+378.1% | $4,869+440.2% |
| Participant deferral / active EE | $16,400 | $5,550+195.5% | $4,871+236.7% | $5,287+210.2% |
| Admin fee / account holder | $1,216 | $15,559-92.2% | $13,027-90.7% | $10,132-88.0% |