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 | $789,270 | $167,484+371.3% | $151,611+420.6% | $134,475+486.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 11.79% | 7.80%+4.0pp | 3.33%+8.5pp | 417.96%-406.2pp |
| Employer contribution / active EE | $25,081 | $6,829+267.3% | $6,166+306.8% | $4,740+429.2% |
| Participant deferral / active EE | $20,161 | $8,986+124.4% | $8,363+141.1% | $6,400+215.0% |
| Admin fee / account holder | $138,781 | $13,783+906.9% | $11,616+1094.7% | $11,426+1114.6% |