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 | $291,897 | $148,978+95.9% | $200,582+45.5% | $84,808+244.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.86% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $11,775 | $4,815+144.5% | $6,419+83.4% | $2,631+347.5% |
| Participant deferral / active EE | $12,109 | $7,142+69.5% | $9,331+29.8% | $4,212+187.5% |
| Admin fee / account holder | $11,782 | $13,977-15.7% | $16,305-27.7% | $7,344+60.4% |