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 | $957,917 | $181,894+426.6% | $156,549+511.9% | $273,961+249.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.90% | 30.74%-25.8pp | 32.23%-27.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $33,967 | $6,248+443.6% | $5,501+517.4% | $4,869+597.7% |
| Participant deferral / active EE | $20,756 | $5,550+274.0% | $4,871+326.1% | $5,287+292.6% |
| Admin fee / account holder | $3,158 | $15,559-79.7% | $13,027-75.8% | $10,132-68.8% |