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 | $458,437 | $153,772+198.1% | $133,980+242.2% | $273,961+67.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.09% | 36.51%-28.4pp | 29.30%-21.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $19,433 | $6,029+222.3% | $5,211+272.9% | $4,869+299.1% |
| Participant deferral / active EE | $12,625 | $6,958+81.4% | $6,282+101.0% | $5,287+138.8% |
| Admin fee / account holder | $1,601 | $11,765-86.4% | $9,324-82.8% | $10,132-84.2% |