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 | $721,245 | $94,338+664.5% | $100,534+617.4% | $142,382+406.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 13.68% | 29.20%-15.5pp | 32.66%-19.0pp | 217.08%-203.4pp |
| Employer contribution / active EE | $24,531 | $4,237+479.0% | $4,346+464.4% | $4,299+470.6% |
| Participant deferral / active EE | $16,885 | $5,934+184.5% | $6,144+174.8% | $6,507+159.5% |
| Admin fee / account holder | $28,188 | $8,421+234.7% | $7,654+268.3% | $12,624+123.3% |