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 | $684,828 | $93,346+633.6% | $71,796+853.9% | $273,961+150.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 11.01% | 130.39%-119.4pp | 78.04%-67.0pp | 41.45%-30.4pp |
| Employer contribution / active EE | $1,488 | $2,733-45.5% | $1,924-22.7% | $4,869-69.4% |
| Participant deferral / active EE | $6,538 | $3,475+88.1% | $2,794+134.0% | $5,287+23.7% |
| Admin fee / account holder | $31,421 | $6,571+378.2% | $4,815+552.6% | $10,132+210.1% |