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 | $360,637 | $92,222+291.1% | $76,768+369.8% | $135,375+166.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 10.01% | 5.46%+4.5pp | 2.43%+7.6pp | 519.73%-509.7pp |
| Employer contribution / active EE | $6,428 | $3,216+99.9% | $2,485+158.6% | $4,779+34.5% |
| Participant deferral / active EE | $14,476 | $4,509+221.1% | $3,852+275.9% | $5,609+158.1% |
| Admin fee / account holder | $34,518 | $10,748+221.2% | $6,675+417.1% | $10,827+218.8% |