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 | $652,161 | $215,361+202.8% | $171,082+281.2% | $273,961+138.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.20% | 25.14%-18.9pp | 32.56%-26.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $15,030 | $4,967+202.6% | $4,002+275.6% | $4,869+208.7% |
| Participant deferral / active EE | $7,750 | $5,543+39.8% | $4,797+61.5% | $5,287+46.6% |
| Admin fee / account holder | $51,837 | $10,846+377.9% | $8,520+508.4% | $10,132+411.6% |