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 | $771,427 | $154,228+400.2% | $145,433+430.4% | $137,256+462.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.52% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $21,999 | $4,804+357.9% | $4,554+383.0% | $4,156+429.3% |
| Participant deferral / active EE | $11,942 | $8,216+45.3% | $7,897+51.2% | $6,407+86.4% |
| Admin fee / account holder | $483,523 | $14,344+3271.0% | $13,129+3582.9% | $12,270+3840.6% |