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 | $777,660 | $101,724+664.5% | $164,813+371.8% | $80,856+861.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.18% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $16,089 | $2,953+444.8% | $4,341+270.6% | $2,755+484.0% |
| Participant deferral / active EE | $12,152 | $4,477+171.4% | $6,031+101.5% | $4,296+182.9% |
| Admin fee / account holder | $15,992 | $8,227+94.4% | $12,690+26.0% | $6,918+131.2% |