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 | $648,267 | $135,952+376.8% | $123,892+423.3% | $273,961+136.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.18% | 56.63%-48.5pp | 47.52%-39.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $14,333 | $5,170+177.3% | $4,617+210.5% | $4,869+194.4% |
| Participant deferral / active EE | $10,141 | $6,343+59.9% | $5,984+69.5% | $5,287+91.8% |
| Admin fee / account holder | $67,233 | $9,817+584.9% | $8,357+704.5% | $10,132+563.6% |