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 | $490,585 | $123,793+296.3% | $177,821+175.9% | $79,858+514.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 18.86% | 22.82%-4.0pp | 48.32%-29.5pp | 31.71%-12.9pp |
| Employer contribution / active EE | $18,371 | $4,095+348.6% | $5,918+210.4% | $2,471+643.5% |
| Participant deferral / active EE | $16,027 | $5,956+169.1% | $7,714+107.8% | $3,740+328.5% |
| Admin fee / account holder | $9,509 | $7,243+31.3% | $12,427-23.5% | $5,306+79.2% |