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 | $790,161 | $78,103+911.7% | $289,028+173.4% | $116,875+576.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 78.0%+22.0pp | 74.5%+25.5pp |
| Annual return | 16.19% | 15.26%+0.9pp | 243.94%-227.7pp | 16.29%-0.1pp |
| Employer contribution / active EE | $8,246 | $2,718+203.4% | $6,326+30.3% | $3,288+150.8% |
| Participant deferral / active EE | $6,987 | $2,921+139.2% | $4,804+45.4% | $3,885+79.8% |
| Admin fee / account holder | $108,317 | $8,683+1147.4% | $14,050+670.9% | $12,263+783.3% |