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 | $499,908 | $153,772+225.1% | $133,980+273.1% | $273,961+82.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.35% | 36.51%-22.2pp | 29.30%-14.9pp | 41.45%-27.1pp |
| Employer contribution / active EE | $10,110 | $6,029+67.7% | $5,211+94.0% | $4,869+107.6% |
| Participant deferral / active EE | $12,533 | $6,958+80.1% | $6,282+99.5% | $5,287+137.1% |
| Admin fee / account holder | $2,288 | $11,765-80.6% | $9,324-75.5% | $10,132-77.4% |