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 | $457,689 | $181,894+151.6% | $156,549+192.4% | $273,961+67.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.51% | 30.74%-20.2pp | 32.23%-21.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $15,900 | $6,248+154.5% | $5,501+189.0% | $4,869+226.6% |
| Participant deferral / active EE | $19,500 | $5,550+251.4% | $4,871+300.3% | $5,287+268.8% |
| Admin fee / account holder | $13,738 | $15,559-11.7% | $13,027+5.5% | $10,132+35.6% |