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 | $496,308 | $138,347+258.7% | $184,203+169.4% | $80,856+513.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 24.43% | 20.02%+4.4pp | 28.81%-4.4pp | 35.59%-11.2pp |
| Employer contribution / active EE | $6,973 | $4,850+43.8% | $6,427+8.5% | $2,755+153.1% |
| Participant deferral / active EE | $14,847 | $7,071+110.0% | $9,131+62.6% | $4,296+245.6% |
| Admin fee / account holder | $38,969 | $10,483+271.7% | $13,901+180.3% | $6,918+463.3% |