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 | $748,721 | $135,952+450.7% | $123,892+504.3% | $273,961+173.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.42% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $17,703 | $5,170+242.4% | $4,617+283.4% | $4,869+263.6% |
| Participant deferral / active EE | $10,933 | $6,343+72.4% | $5,984+82.7% | $5,287+106.8% |
| Admin fee / account holder | $4,929 | $9,817-49.8% | $8,357-41.0% | $10,132-51.4% |