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 | $475,609 | $104,251+356.2% | $91,001+422.6% | $147,584+222.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.92% | 27.06%-13.1pp | 4.60%+9.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $12,499 | $3,116+301.2% | $2,456+409.0% | $4,876+156.3% |
| Participant deferral / active EE | $10,531 | $4,195+151.0% | $3,547+196.9% | $5,439+93.6% |
| Admin fee / account holder | $15,666 | $8,948+75.1% | $5,417+189.2% | $10,885+43.9% |