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 | $425,859 | $181,894+134.1% | $156,549+172.0% | $273,961+55.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.54% | 30.74%-22.2pp | 32.23%-23.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $14,140 | $6,248+126.3% | $5,501+157.0% | $4,869+190.4% |
| Participant deferral / active EE | $6,545 | $5,550+17.9% | $4,871+34.4% | $5,287+23.8% |
| Admin fee / account holder | $4,181 | $15,559-73.1% | $13,027-67.9% | $10,132-58.7% |