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 | $662,203 | $181,894+264.1% | $156,549+323.0% | $273,961+141.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.18% | 30.74%-25.6pp | 32.23%-27.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $53,000 | $6,248+748.3% | $5,501+863.4% | $4,869+988.6% |
| Participant deferral / active EE | $2,000 | $5,550-64.0% | $4,871-58.9% | $5,287-62.2% |
| Admin fee / account holder | $3,732 | $15,559-76.0% | $13,027-71.4% | $10,132-63.2% |