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 | $888,437 | $95,803+827.4% | $113,168+685.1% | $84,808+947.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 20.26% | 25.00%-4.7pp | 24.27%-4.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $26,387 | $2,360+1018.1% | $2,975+786.9% | $2,631+902.9% |
| Participant deferral / active EE | $12,313 | $4,242+190.3% | $5,107+141.1% | $4,212+192.4% |
| Admin fee / account holder | $67,329 | $8,989+649.0% | $12,068+457.9% | $7,344+816.8% |