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 | $569,104 | $153,772+270.1% | $133,980+324.8% | $273,961+107.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.01% | 36.51%-23.5pp | 29.30%-16.3pp | 41.45%-28.4pp |
| Employer contribution / active EE | $24,500 | $6,029+306.4% | $5,211+370.1% | $4,869+403.2% |
| Participant deferral / active EE | $18,600 | $6,958+167.3% | $6,282+196.1% | $5,287+251.8% |
| Admin fee / account holder | $17,382 | $11,765+47.7% | $9,324+86.4% | $10,132+71.6% |