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 | $499,506 | $116,875+327.4% | $621,730-19.7% | $116,875+327.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 90.8%-15.8pp | 74.5%+0.5pp |
| Annual return | 18.38% | 16.29%+2.1pp | 10.76%+7.6pp | 16.29%+2.1pp |
| Employer contribution / active EE | $2,330 | $3,288-29.1% | $9,871-76.4% | $3,288-29.1% |
| Participant deferral / active EE | $9,500 | $3,885+144.5% | $6,979+36.1% | $3,885+144.5% |
| Admin fee / account holder | $3,650 | $12,263-70.2% | $66,065-94.5% | $12,263-70.2% |