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 | $840,259 | $192,717+336.0% | $142,449+489.9% | $139,434+502.6% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 11.06% | 17.99%-6.9pp | 19.99%-8.9pp | 372.94%-361.9pp |
| Employer contribution / active EE | $10,543 | $5,806+81.6% | $4,847+117.5% | $4,751+121.9% |
| Participant deferral / active EE | $13,034 | $7,208+80.8% | $6,283+107.4% | $6,710+94.2% |
| Admin fee / account holder | $23,371 | $15,124+54.5% | $10,011+133.5% | $11,403+105.0% |