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 | $513,296 | $181,894+182.2% | $156,549+227.9% | $273,961+87.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.70% | 30.74%-17.0pp | 32.23%-18.5pp | 41.45%-27.7pp |
| Employer contribution / active EE | $31,094 | $6,248+397.7% | $5,501+465.2% | $4,869+538.6% |
| Participant deferral / active EE | $18,352 | $5,550+230.7% | $4,871+276.8% | $5,287+247.1% |
| Admin fee / account holder | $30,253 | $15,559+94.4% | $13,027+132.2% | $10,132+198.6% |