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 | $841,646 | $181,894+362.7% | $156,549+437.6% | $273,961+207.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.91% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $14,154 | $6,248+126.5% | $5,501+157.3% | $4,869+190.7% |
| Participant deferral / active EE | $16,500 | $5,550+197.3% | $4,871+238.7% | $5,287+212.1% |
| Admin fee / account holder | $39,796 | $15,559+155.8% | $13,027+205.5% | $10,132+292.8% |