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 4-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 | $667,942 | $77,503+761.8% | $100,391+565.3% | $80,856+726.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 30.06% | 37.20%-7.1pp | 49.20%-19.1pp | 35.59%-5.5pp |
| Employer contribution / active EE | $20,153 | $2,801+619.5% | $3,942+411.3% | $2,755+631.5% |
| Participant deferral / active EE | $6,801 | $6,820-0.3% | $8,082-15.8% | $4,296+58.3% |
| Admin fee / account holder | $10,264 | $5,897+74.1% | $7,899+29.9% | $6,918+48.4% |