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 | $541,924 | $153,772+252.4% | $133,980+304.5% | $273,961+97.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.57% | 36.51%-25.9pp | 29.30%-18.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $27,137 | $6,029+350.1% | $5,211+420.7% | $4,869+457.4% |
| Participant deferral / active EE | $18,324 | $6,958+163.3% | $6,282+191.7% | $5,287+246.6% |
| Admin fee / account holder | $1,618 | $11,765-86.2% | $9,324-82.6% | $10,132-84.0% |