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 | $627,235 | $153,772+307.9% | $133,980+368.2% | $273,961+129.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.34% | 36.51%-26.2pp | 29.30%-19.0pp | 41.45%-31.1pp |
| Employer contribution / active EE | $27,558 | $6,029+357.1% | $5,211+428.8% | $4,869+466.0% |
| Participant deferral / active EE | $14,744 | $6,958+111.9% | $6,282+134.7% | $5,287+178.9% |
| Admin fee / account holder | $13,669 | $11,765+16.2% | $9,324+46.6% | $10,132+34.9% |