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 | $452,988 | $86,929+421.1% | $102,423+342.3% | $80,856+460.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.54% | 18.88%-5.3pp | 29.32%-15.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $16,658 | $2,369+603.1% | $3,023+451.0% | $2,755+504.7% |
| Participant deferral / active EE | $13,325 | $4,118+223.5% | $5,053+163.7% | $4,296+210.2% |
| Admin fee / account holder | $5,544 | $8,049-31.1% | $9,451-41.3% | $6,918-19.9% |