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 | $270,351 | $138,347+95.4% | $184,203+46.8% | $80,856+234.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 17.42% | 20.02%-2.6pp | 28.81%-11.4pp | 35.59%-18.2pp |
| Employer contribution / active EE | $14,116 | $4,850+191.0% | $6,427+119.6% | $2,755+412.4% |
| Participant deferral / active EE | $17,114 | $7,071+142.0% | $9,131+87.4% | $4,296+298.4% |
| Admin fee / account holder | $12,283 | $10,483+17.2% | $13,901-11.6% | $6,918+77.6% |