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 | $420,416 | $123,793+239.6% | $177,821+136.4% | $79,858+426.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 29.88% | 22.82%+7.1pp | 48.32%-18.4pp | 31.71%-1.8pp |
| Employer contribution / active EE | $23,293 | $4,095+468.8% | $5,918+293.6% | $2,471+842.7% |
| Participant deferral / active EE | $19,439 | $5,956+226.4% | $7,714+152.0% | $3,740+419.8% |
| Admin fee / account holder | $351 | $7,243-95.2% | $12,427-97.2% | $5,306-93.4% |