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 | $1,196,723 | $153,772+678.2% | $133,980+793.2% | $273,961+336.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.23% | 36.51%-27.3pp | 29.30%-20.1pp | 41.45%-32.2pp |
| Employer contribution / active EE | $14,264 | $6,029+136.6% | $5,211+173.7% | $4,869+193.0% |
| Participant deferral / active EE | $20,367 | $6,958+192.7% | $6,282+224.2% | $5,287+285.2% |
| Admin fee / account holder | $104,127 | $11,765+785.1% | $9,324+1016.7% | $10,132+927.7% |