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 | $838,014 | $148,978+462.5% | $200,582+317.8% | $84,808+888.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 19.15% | 28.16%-9.0pp | 42.33%-23.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $32,968 | $4,815+584.7% | $6,419+413.6% | $2,631+1153.1% |
| Participant deferral / active EE | $8,635 | $7,142+20.9% | $9,331-7.5% | $4,212+105.0% |
| Admin fee / account holder | $27,820 | $13,977+99.0% | $16,305+70.6% | $7,344+278.8% |