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 | $714,354 | $165,335+332.1% | $149,696+377.2% | $158,922+349.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.59% | 348.15%-321.6pp | 276.60%-250.0pp | 302.83%-276.2pp |
| Employer contribution / active EE | $1,305 | $5,103-74.4% | $4,644-71.9% | $4,761-72.6% |
| Participant deferral / active EE | $4,299 | $7,181-40.1% | $6,842-37.2% | $5,982-28.1% |
| Admin fee / account holder | $28,303 | $10,807+161.9% | $9,309+204.1% | $11,246+151.7% |