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 | $500,931 | $138,347+262.1% | $184,203+171.9% | $80,856+519.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.99% | 20.02%-7.0pp | 28.81%-15.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $14,429 | $4,850+197.5% | $6,427+124.5% | $2,755+423.8% |
| Participant deferral / active EE | $13,443 | $7,071+90.1% | $9,131+47.2% | $4,296+212.9% |
| Admin fee / account holder | $16,425 | $10,483+56.7% | $13,901+18.2% | $6,918+137.4% |