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 | $711,611 | $153,772+362.8% | $133,980+431.1% | $273,961+159.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.45% | 36.51%-26.1pp | 29.30%-18.8pp | 41.45%-31.0pp |
| Employer contribution / active EE | $24,319 | $6,029+303.4% | $5,211+366.6% | $4,869+399.5% |
| Participant deferral / active EE | $14,460 | $6,958+107.8% | $6,282+130.2% | $5,287+173.5% |
| Admin fee / account holder | $7,715 | $11,765-34.4% | $9,324-17.3% | $10,132-23.9% |