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 | $670,810 | $154,228+334.9% | $145,433+361.3% | $137,256+388.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.05% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $25,968 | $4,804+440.6% | $4,554+470.2% | $4,156+524.8% |
| Participant deferral / active EE | $18,654 | $8,216+127.0% | $7,897+136.2% | $6,407+191.2% |
| Admin fee / account holder | $3,510 | $14,344-75.5% | $13,129-73.3% | $12,270-71.4% |