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 | $940,937 | $132,239+611.5% | $105,722+790.0% | $273,961+243.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.36% | 10.07%-4.7pp | 12.25%-6.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $24,418 | $4,867+401.7% | $4,079+498.6% | $4,869+401.5% |
| Participant deferral / active EE | $14,757 | $6,233+136.8% | $5,326+177.1% | $5,287+179.1% |
| Admin fee / account holder | $81,675 | $12,032+578.8% | $8,308+883.1% | $10,132+706.1% |