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 | $760,778 | $180,028+322.6% | $138,135+450.8% | $158,922+378.7% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 10.84% | 21.68%-10.8pp | 20.51%-9.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $26,194 | $7,470+250.7% | $5,587+368.9% | $4,761+450.2% |
| Participant deferral / active EE | $17,617 | $7,717+128.3% | $6,431+173.9% | $5,982+194.5% |
| Admin fee / account holder | $58,760 | $17,912+228.0% | $11,856+395.6% | $11,246+422.5% |