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 | $438,119 | $153,772+184.9% | $133,980+227.0% | $273,961+59.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.69% | 36.51%-20.8pp | 29.30%-13.6pp | 41.45%-25.8pp |
| Employer contribution / active EE | $31,555 | $6,029+423.4% | $5,211+505.5% | $4,869+548.1% |
| Participant deferral / active EE | $17,522 | $6,958+151.8% | $6,282+178.9% | $5,287+231.4% |
| Admin fee / account holder | $4,055 | $11,765-65.5% | $9,324-56.5% | $10,132-60.0% |