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 | $668,379 | $138,347+383.1% | $184,203+262.8% | $80,856+726.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 20.12% | 20.02%+0.1pp | 28.81%-8.7pp | 35.59%-15.5pp |
| Employer contribution / active EE | $5,687 | $4,850+17.2% | $6,427-11.5% | $2,755+106.4% |
| Participant deferral / active EE | $12,478 | $7,071+76.5% | $9,131+36.6% | $4,296+190.5% |
| Admin fee / account holder | $38,359 | $10,483+265.9% | $13,901+175.9% | $6,918+454.5% |