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 | $599,975 | $109,881+446.0% | $150,045+299.9% | $84,808+607.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 22.53% | 28.25%-5.7pp | 62.55%-40.0pp | 40.90%-18.4pp |
| Employer contribution / active EE | $15,372 | $3,561+331.7% | $4,693+227.5% | $2,631+484.3% |
| Participant deferral / active EE | $9,722 | $6,636+46.5% | $7,997+21.6% | $4,212+130.8% |
| Admin fee / account holder | $37,693 | $8,568+339.9% | $13,435+180.6% | $7,344+413.3% |