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 | $747,872 | $109,359+583.9% | $162,163+361.2% | $72,985+924.7% |
| Participation rate | 97.4% | 84.3%+13.2pp | 87.6%+9.9pp | 69.5%+27.9pp |
| Annual return | 22.55% | 25.46%-2.9pp | 115.59%-93.0pp | 81.00%-58.5pp |
| Employer contribution / active EE | $20,324 | $3,907+420.1% | $5,614+262.0% | $2,440+733.0% |
| Participant deferral / active EE | $9,169 | $5,481+67.3% | $7,298+25.6% | $3,607+154.2% |
| Admin fee / account holder | $9,900 | $7,972+24.2% | $10,843-8.7% | $5,124+93.2% |