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 | $625,366 | $181,894+243.8% | $156,549+299.5% | $273,961+128.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 21.16% | 30.74%-9.6pp | 32.23%-11.1pp | 41.45%-20.3pp |
| Employer contribution / active EE | $4,685 | $6,248-25.0% | $5,501-14.8% | $4,869-3.8% |
| Participant deferral / active EE | $14,480 | $5,550+160.9% | $4,871+197.3% | $5,287+173.9% |
| Admin fee / account holder | $42,003 | $15,559+170.0% | $13,027+222.4% | $10,132+314.6% |