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 | $422,159 | $123,793+241.0% | $177,821+137.4% | $79,858+428.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 23.10% | 22.82%+0.3pp | 48.32%-25.2pp | 31.71%-8.6pp |
| Employer contribution / active EE | $28,147 | $4,095+587.3% | $5,918+375.6% | $2,471+1039.2% |
| Participant deferral / active EE | $11,067 | $5,956+85.8% | $7,714+43.5% | $3,740+195.9% |
| Admin fee / account holder | $7,468 | $7,243+3.1% | $12,427-39.9% | $5,306+40.7% |