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 | $585,795 | $93,071+529.4% | $74,583+685.4% | $273,961+113.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.43% | 26.18%-19.7pp | 20.47%-14.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $26,435 | $3,160+736.7% | $2,525+946.9% | $4,869+443.0% |
| Participant deferral / active EE | $14,607 | $4,160+251.1% | $3,458+322.4% | $5,287+176.3% |
| Admin fee / account holder | $1,658 | $5,272-68.6% | $4,138-59.9% | $10,132-83.6% |