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 | $679,809 | $201,272+237.8% | $184,203+269.1% | $145,922+365.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.97% | 29.00%-15.0pp | 28.81%-14.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,439 | $7,022-51.0% | $6,427-46.5% | $4,660-26.2% |
| Participant deferral / active EE | $6,412 | $9,806-34.6% | $9,131-29.8% | $6,688-4.1% |
| Admin fee / account holder | $5,686 | $16,364-65.3% | $13,901-59.1% | $13,397-57.6% |