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 | $856,740 | $123,793+592.1% | $177,821+381.8% | $79,858+972.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.68% | 22.82%-7.1pp | 48.32%-32.6pp | 31.71%-16.0pp |
| Employer contribution / active EE | $37,841 | $4,095+824.0% | $5,918+539.4% | $2,471+1431.5% |
| Participant deferral / active EE | $13,598 | $5,956+128.3% | $7,714+76.3% | $3,740+263.6% |
| Admin fee / account holder | $26,184 | $7,243+261.5% | $12,427+110.7% | $5,306+393.5% |