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 | $889,081 | $95,266+833.3% | $82,389+979.1% | $142,382+524.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.29% | 25.74%-10.4pp | 28.67%-13.4pp | 217.08%-201.8pp |
| Employer contribution / active EE | $14,963 | $2,991+400.2% | $2,517+494.5% | $4,299+248.0% |
| Participant deferral / active EE | $8,350 | $4,809+73.6% | $4,155+101.0% | $6,507+28.3% |
| Admin fee / account holder | $4,389 | $8,563-48.7% | $7,231-39.3% | $12,624-65.2% |