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 | $830,770 | $138,347+500.5% | $184,203+351.0% | $80,856+927.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.20% | 20.02%-4.8pp | 28.81%-13.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $49,634 | $4,850+923.3% | $6,427+672.3% | $2,755+1701.7% |
| Participant deferral / active EE | $7,808 | $7,071+10.4% | $9,131-14.5% | $4,296+81.8% |
| Admin fee / account holder | $18,053 | $10,483+72.2% | $13,901+29.9% | $6,918+161.0% |