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 | $588,807 | $109,413+438.2% | $156,263+276.8% | $84,808+594.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 12.79% | 20.18%-7.4pp | 59.47%-46.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $7,137 | $2,907+145.5% | $4,333+64.7% | $2,631+171.3% |
| Participant deferral / active EE | $10,644 | $4,590+131.9% | $6,158+72.8% | $4,212+152.7% |
| Admin fee / account holder | $14,867 | $9,357+58.9% | $14,255+4.3% | $7,344+102.4% |