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 | $699,354 | $101,724+587.5% | $164,813+324.3% | $80,856+764.9% |
| Participation rate | 95.0% | 71.8%+23.2pp | 78.6%+16.4pp | 67.6%+27.4pp |
| Annual return | 18.97% | 16.72%+2.3pp | 69.93%-51.0pp | 35.59%-16.6pp |
| Employer contribution / active EE | $23,746 | $2,953+704.0% | $4,341+447.0% | $2,755+762.0% |
| Participant deferral / active EE | $15,130 | $4,477+237.9% | $6,031+150.8% | $4,296+252.2% |
| Admin fee / account holder | $4,946 | $8,227-39.9% | $12,690-61.0% | $6,918-28.5% |