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 | $810,061 | $106,749+658.8% | $145,433+457.0% | $82,448+882.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.32% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $19,064 | $3,444+453.5% | $4,554+318.6% | $2,551+647.3% |
| Participant deferral / active EE | $14,857 | $6,519+127.9% | $7,897+88.1% | $4,139+258.9% |
| Admin fee / account holder | $13,920 | $8,390+65.9% | $13,129+6.0% | $7,234+92.4% |