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 | $671,251 | $215,361+211.7% | $171,082+292.4% | $273,961+145.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.62% | 25.14%-17.5pp | 32.56%-24.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $35,000 | $4,967+604.7% | $4,002+774.6% | $4,869+618.9% |
| Participant deferral / active EE | $22,500 | $5,543+305.9% | $4,797+369.0% | $5,287+325.6% |
| Admin fee / account holder | $532 | $10,846-95.1% | $8,520-93.8% | $10,132-94.8% |