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 | $940,903 | $181,894+417.3% | $156,549+501.0% | $273,961+243.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.52% | 30.74%-21.2pp | 32.23%-22.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $23,256 | $6,248+272.2% | $5,501+322.8% | $4,869+377.7% |
| Participant deferral / active EE | $11,625 | $5,550+109.5% | $4,871+138.7% | $5,287+119.9% |
| Admin fee / account holder | $27,832 | $15,559+78.9% | $13,027+113.6% | $10,132+174.7% |