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 | $864,770 | $138,347+525.1% | $184,203+369.5% | $80,856+969.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.08% | 20.02%-4.9pp | 28.81%-13.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $17,434 | $4,850+259.4% | $6,427+171.3% | $2,755+532.9% |
| Participant deferral / active EE | $22,878 | $7,071+223.6% | $9,131+150.5% | $4,296+432.6% |
| Admin fee / account holder | $6,564 | $10,483-37.4% | $13,901-52.8% | $6,918-5.1% |