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 | $457,338 | $181,894+151.4% | $156,549+192.1% | $273,961+66.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.20% | 30.74%-21.5pp | 32.23%-23.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $15,078 | $6,248+141.3% | $5,501+174.1% | $4,869+209.7% |
| Participant deferral / active EE | $14,580 | $5,550+162.7% | $4,871+199.3% | $5,287+175.8% |
| Admin fee / account holder | $485 | $15,559-96.9% | $13,027-96.3% | $10,132-95.2% |