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 | $744,934 | $138,347+438.5% | $184,203+304.4% | $80,856+821.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 22.80% | 20.02%+2.8pp | 28.81%-6.0pp | 35.59%-12.8pp |
| Employer contribution / active EE | $33,358 | $4,850+587.7% | $6,427+419.0% | $2,755+1110.9% |
| Participant deferral / active EE | $7,909 | $7,071+11.9% | $9,131-13.4% | $4,296+84.1% |
| Admin fee / account holder | $19,929 | $10,483+90.1% | $13,901+43.4% | $6,918+188.1% |