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 | $1,071,003 | $103,376+936.0% | $87,100+1129.6% | $152,861+600.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 25.22% | 28.10%-2.9pp | 28.19%-3.0pp | 345.32%-320.1pp |
| Employer contribution / active EE | $21,533 | $3,220+568.7% | $2,521+754.1% | $4,762+352.2% |
| Participant deferral / active EE | $8,333 | $4,778+74.4% | $4,049+105.8% | $5,850+42.4% |
| Admin fee / account holder | $4,492 | $12,205-63.2% | $7,497-40.1% | $11,596-61.3% |