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 | $663,394 | $181,894+264.7% | $156,549+323.8% | $273,961+142.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.06% | 30.74%-21.7pp | 32.23%-23.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $49,703 | $6,248+695.5% | $5,501+803.5% | $4,869+920.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17,129 | $15,559+10.1% | $13,027+31.5% | $10,132+69.1% |