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 | $812,780 | $86,286+842.0% | $111,297+630.3% | $85,850+846.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.75% | 19.99%-4.2pp | 54.65%-38.9pp | 318.53%-302.8pp |
| Employer contribution / active EE | $5,645 | $2,043+176.3% | $2,731+106.7% | $2,565+120.1% |
| Participant deferral / active EE | $9,811 | $3,641+169.5% | $4,487+118.6% | $3,952+148.3% |
| Admin fee / account holder | $14,065 | $8,188+71.8% | $7,964+76.6% | $6,260+124.7% |