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 | $724,882 | $118,450+512.0% | $98,439+636.4% | $139,434+419.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 20.09% | 18.94%+1.1pp | 21.16%-1.1pp | 372.94%-352.9pp |
| Employer contribution / active EE | $22,131 | $3,609+513.2% | $3,048+626.1% | $4,751+365.8% |
| Participant deferral / active EE | $11,951 | $5,392+121.6% | $4,738+152.2% | $6,710+78.1% |
| Admin fee / account holder | $1,944 | $14,026-86.1% | $8,948-78.3% | $11,403-83.0% |