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 | $677,619 | $149,734+352.5% | $118,925+469.8% | $158,922+326.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.10% | 19.95%-6.8pp | 35.88%-22.8pp | 302.83%-289.7pp |
| Employer contribution / active EE | $17,510 | $4,115+325.5% | $3,263+436.7% | $4,761+267.8% |
| Participant deferral / active EE | $17,968 | $5,223+244.0% | $4,265+321.3% | $5,982+200.4% |
| Admin fee / account holder | $2,648 | $8,603-69.2% | $6,581-59.8% | $11,246-76.5% |