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 | $664,712 | $181,894+265.4% | $156,549+324.6% | $273,961+142.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.17% | 30.74%-19.6pp | 32.23%-21.1pp | 41.45%-30.3pp |
| Employer contribution / active EE | $36,046 | $6,248+476.9% | $5,501+555.2% | $4,869+640.4% |
| Participant deferral / active EE | $21,351 | $5,550+284.7% | $4,871+338.3% | $5,287+303.8% |
| Admin fee / account holder | $73,301 | $15,559+371.1% | $13,027+462.7% | $10,132+623.5% |