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 | $260,621 | $148,978+74.9% | $200,582+29.9% | $84,808+207.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.63% | 28.16%-13.5pp | 42.33%-27.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $20,776 | $4,815+331.5% | $6,419+223.7% | $2,631+689.7% |
| Participant deferral / active EE | $15,164 | $7,142+112.3% | $9,331+62.5% | $4,212+260.1% |
| Admin fee / account holder | $19,968 | $13,977+42.9% | $16,305+22.5% | $7,344+171.9% |