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 | $981,623 | $167,484+486.1% | $151,611+547.5% | $134,475+630.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 2.24% | 7.80%-5.6pp | 3.33%-1.1pp | 417.96%-415.7pp |
| Employer contribution / active EE | $26,916 | $6,829+294.1% | $6,166+336.5% | $4,740+467.9% |
| Participant deferral / active EE | $10,562 | $8,986+17.5% | $8,363+26.3% | $6,400+65.0% |
| Admin fee / account holder | $47,053 | $13,783+241.4% | $11,616+305.1% | $11,426+311.8% |