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 | $433,430 | $93,571+363.2% | $135,903+218.9% | $75,163+476.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.37% | 30.90%-4.5pp | 68.23%-41.9pp | 160.62%-134.2pp |
| Employer contribution / active EE | $10,587 | $3,537+199.3% | $4,856+118.0% | $2,670+296.5% |
| Participant deferral / active EE | $9,656 | $6,404+50.8% | $7,758+24.5% | $4,125+134.1% |
| Admin fee / account holder | $5,942 | $6,975-14.8% | $10,762-44.8% | $5,651+5.2% |