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 | $814,392 | $181,894+347.7% | $156,549+420.2% | $273,961+197.3% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 9.90% | 30.74%-20.8pp | 32.23%-22.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $20,156 | $6,248+222.6% | $5,501+266.4% | $4,869+314.0% |
| Participant deferral / active EE | $10,500 | $5,550+89.2% | $4,871+115.6% | $5,287+98.6% |
| Admin fee / account holder | $5,390 | $15,559-65.4% | $13,027-58.6% | $10,132-46.8% |