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 | $642,546 | $148,978+331.3% | $200,582+220.3% | $84,808+657.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.60% | 28.16%-14.6pp | 42.33%-28.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $10,562 | $4,815+119.3% | $6,419+64.5% | $2,631+301.4% |
| Participant deferral / active EE | $27,778 | $7,142+288.9% | $9,331+197.7% | $4,212+559.6% |
| Admin fee / account holder | $21,043 | $13,977+50.6% | $16,305+29.1% | $7,344+186.5% |