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 | $549,225 | $138,385+296.9% | $184,200+198.2% | $80,874+579.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.73% | 20.02%-7.3pp | 28.80%-16.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $11,880 | $4,849+145.0% | $6,424+84.9% | $2,756+331.1% |
| Participant deferral / active EE | $12,756 | $7,073+80.4% | $9,132+39.7% | $4,297+196.9% |
| Admin fee / account holder | $52,628 | $10,483+402.0% | $13,907+278.4% | $6,935+658.9% |