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 | $530,160 | $81,460+550.8% | $103,333+413.1% | $80,856+555.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 25.72% | 25.55%+0.2pp | 24.88%+0.8pp | 35.59%-9.9pp |
| Employer contribution / active EE | $14,135 | $3,105+355.2% | $3,868+265.4% | $2,755+413.1% |
| Participant deferral / active EE | $12,836 | $3,869+231.8% | $5,057+153.8% | $4,296+198.8% |
| Admin fee / account holder | $18,317 | $6,566+178.9% | $8,355+119.2% | $6,918+164.8% |