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 | $522,535 | $87,841+494.9% | $133,980+290.0% | $62,891+730.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.13% | 12.05%-4.9pp | 29.30%-22.2pp | 20.14%-13.0pp |
| Employer contribution / active EE | $27,593 | $3,483+692.2% | $5,211+429.5% | $2,281+1109.7% |
| Participant deferral / active EE | $10,946 | $4,812+127.5% | $6,282+74.2% | $3,203+241.7% |
| Admin fee / account holder | $17,336 | $5,371+222.8% | $9,324+85.9% | $4,296+303.6% |