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 | $525,143 | $181,894+188.7% | $156,549+235.5% | $273,961+91.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.82% | 30.74%-18.9pp | 32.23%-20.4pp | 41.45%-29.6pp |
| Employer contribution / active EE | $29,084 | $6,248+365.5% | $5,501+428.7% | $4,869+497.4% |
| Participant deferral / active EE | $19,437 | $5,550+250.2% | $4,871+299.0% | $5,287+267.6% |
| Admin fee / account holder | $37,811 | $15,559+143.0% | $13,027+190.2% | $10,132+273.2% |