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 | $538,709 | $178,174+202.3% | $156,181+244.9% | $137,256+292.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.65% | 84.19%-71.5pp | 64.87%-52.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $36,198 | $4,972+628.1% | $4,294+743.0% | $4,156+771.0% |
| Participant deferral / active EE | $18,260 | $6,888+165.1% | $6,132+197.8% | $6,407+185.0% |
| Admin fee / account holder | $45,269 | $17,404+160.1% | $14,586+210.4% | $12,270+268.9% |