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 | $699,727 | $181,894+284.7% | $156,549+347.0% | $273,961+155.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.66% | 30.74%-25.1pp | 32.23%-26.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $28,522 | $6,248+356.5% | $5,501+418.5% | $4,869+485.8% |
| Participant deferral / active EE | $20,460 | $5,550+268.6% | $4,871+320.0% | $5,287+287.0% |
| Admin fee / account holder | $51,580 | $15,559+231.5% | $13,027+295.9% | $10,132+409.1% |