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 | $627,680 | $138,347+353.7% | $184,203+240.8% | $80,856+676.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.31% | 20.02%-3.7pp | 28.81%-12.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $8,773 | $4,850+80.9% | $6,427+36.5% | $2,755+218.5% |
| Participant deferral / active EE | $17,479 | $7,071+147.2% | $9,131+91.4% | $4,296+306.9% |
| Admin fee / account holder | $11,558 | $10,483+10.3% | $13,901-16.9% | $6,918+67.1% |