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 | $399,818 | $138,347+189.0% | $184,203+117.1% | $80,856+394.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.76% | 20.02%-5.3pp | 28.81%-14.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $5,064 | $4,850+4.4% | $6,427-21.2% | $2,755+83.8% |
| Participant deferral / active EE | $16,724 | $7,071+136.5% | $9,131+83.2% | $4,296+289.3% |
| Admin fee / account holder | $3,908 | $10,483-62.7% | $13,901-71.9% | $6,918-43.5% |