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 5-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 | $369,927 | $81,248+355.3% | $155,509+137.9% | $80,856+357.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.68% | 33.31%-14.6pp | 64.67%-46.0pp | 35.59%-16.9pp |
| Employer contribution / active EE | $18,802 | $3,100+506.5% | $4,672+302.4% | $2,755+582.5% |
| Participant deferral / active EE | $15,974 | $3,452+362.8% | $5,626+183.9% | $4,296+271.9% |
| Admin fee / account holder | $2,256 | $7,997-71.8% | $15,912-85.8% | $6,918-67.4% |