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 | $446,293 | $181,894+145.4% | $156,549+185.1% | $273,961+62.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.01% | 30.74%-27.7pp | 32.23%-29.2pp | 41.45%-38.4pp |
| Employer contribution / active EE | $11,129 | $6,248+78.1% | $5,501+102.3% | $4,869+128.6% |
| Participant deferral / active EE | $11,338 | $5,550+104.3% | $4,871+132.8% | $5,287+114.4% |
| Admin fee / account holder | $24,536 | $15,559+57.7% | $13,027+88.3% | $10,132+142.2% |