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 | $616,857 | $138,347+345.9% | $184,203+234.9% | $80,856+662.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 19.82% | 20.02%-0.2pp | 28.81%-9.0pp | 35.59%-15.8pp |
| Employer contribution / active EE | $18,837 | $4,850+288.4% | $6,427+193.1% | $2,755+583.8% |
| Participant deferral / active EE | $20,115 | $7,071+184.5% | $9,131+120.3% | $4,296+368.3% |
| Admin fee / account holder | $16,689 | $10,483+59.2% | $13,901+20.1% | $6,918+141.2% |