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 | $512,015 | $123,793+313.6% | $177,821+187.9% | $79,858+541.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.74% | 22.82%-8.1pp | 48.32%-33.6pp | 31.71%-17.0pp |
| Employer contribution / active EE | $17,939 | $4,095+338.0% | $5,918+203.1% | $2,471+626.0% |
| Participant deferral / active EE | $13,011 | $5,956+118.4% | $7,714+68.7% | $3,740+247.9% |
| Admin fee / account holder | $2,309 | $7,243-68.1% | $12,427-81.4% | $5,306-56.5% |