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 | $501,595 | $123,793+305.2% | $177,821+182.1% | $79,858+528.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 37.51% | 22.82%+14.7pp | 48.32%-10.8pp | 31.71%+5.8pp |
| Employer contribution / active EE | $21,776 | $4,095+431.7% | $5,918+267.9% | $2,471+781.3% |
| Participant deferral / active EE | $18,628 | $5,956+212.7% | $7,714+141.5% | $3,740+398.1% |
| Admin fee / account holder | $723 | $7,243-90.0% | $12,427-94.2% | $5,306-86.4% |