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 | $540,798 | $138,347+290.9% | $184,203+193.6% | $80,856+568.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.21% | 20.02%-7.8pp | 28.81%-16.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $22,412 | $4,850+362.1% | $6,427+248.7% | $2,755+713.6% |
| Participant deferral / active EE | $22,615 | $7,071+219.8% | $9,131+147.7% | $4,296+426.5% |
| Admin fee / account holder | $4,512 | $10,483-57.0% | $13,901-67.5% | $6,918-34.8% |