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 | $520,503 | $135,952+282.9% | $123,892+320.1% | $273,961+90.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.02% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $14,444 | $5,170+179.4% | $4,617+212.9% | $4,869+196.7% |
| Participant deferral / active EE | $15,061 | $6,343+137.5% | $5,984+151.7% | $5,287+184.9% |
| Admin fee / account holder | $3,801 | $9,817-61.3% | $8,357-54.5% | $10,132-62.5% |