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 | $701,321 | $123,793+466.5% | $177,821+294.4% | $79,858+778.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 40.54% | 22.82%+17.7pp | 48.32%-7.8pp | 31.71%+8.8pp |
| Employer contribution / active EE | $22,899 | $4,095+459.2% | $5,918+286.9% | $2,471+826.8% |
| Participant deferral / active EE | $19,181 | $5,956+222.0% | $7,714+148.7% | $3,740+412.9% |
| Admin fee / account holder | $42,395 | $7,243+485.4% | $12,427+241.1% | $5,306+699.0% |