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 | $577,903 | $87,841+557.9% | $133,980+331.3% | $62,891+818.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.32% | 12.05%-5.7pp | 29.30%-23.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $5,001 | $3,483+43.6% | $5,211-4.0% | $2,281+119.2% |
| Participant deferral / active EE | $9,842 | $4,812+104.5% | $6,282+56.7% | $3,203+207.3% |
| Admin fee / account holder | $29,848 | $5,371+455.7% | $9,324+220.1% | $4,296+594.9% |