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 | $668,815 | $181,894+267.7% | $156,549+327.2% | $273,961+144.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.91% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $11,730 | $6,248+87.7% | $5,501+113.2% | $4,869+140.9% |
| Participant deferral / active EE | $16,235 | $5,550+192.5% | $4,871+233.3% | $5,287+207.1% |
| Admin fee / account holder | $13,221 | $15,559-15.0% | $13,027+1.5% | $10,132+30.5% |