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 | $524,625 | $181,894+188.4% | $156,549+235.1% | $273,961+91.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.59% | 30.74%-25.2pp | 32.23%-26.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $32,922 | $6,248+426.9% | $5,501+498.4% | $4,869+576.2% |
| Participant deferral / active EE | $19,444 | $5,550+250.3% | $4,871+299.2% | $5,287+267.8% |
| Admin fee / account holder | $181,626 | $15,559+1067.3% | $13,027+1294.2% | $10,132+1692.6% |