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 | $580,197 | $153,772+277.3% | $133,980+333.0% | $273,961+111.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.15% | 36.51%-28.4pp | 29.30%-21.2pp | 41.45%-33.3pp |
| Employer contribution / active EE | $35,000 | $6,029+480.5% | $5,211+571.6% | $4,869+618.9% |
| Participant deferral / active EE | $24,000 | $6,958+244.9% | $6,282+282.1% | $5,287+353.9% |
| Admin fee / account holder | $3,596 | $11,765-69.4% | $9,324-61.4% | $10,132-64.5% |