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 | $506,070 | $106,749+374.1% | $145,433+248.0% | $82,448+513.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.14% | 27.59%-12.5pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $7,684 | $3,444+123.1% | $4,554+68.7% | $2,551+201.2% |
| Participant deferral / active EE | $11,461 | $6,519+75.8% | $7,897+45.1% | $4,139+176.9% |
| Admin fee / account holder | $26,685 | $8,390+218.1% | $13,129+103.3% | $7,234+268.9% |