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 | $439,206 | $185,822+136.4% | $169,993+158.4% | $139,434+215.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.47% | 60.50%-42.0pp | 53.37%-34.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $26,375 | $7,590+247.5% | $6,785+288.7% | $4,751+455.2% |
| Participant deferral / active EE | $19,200 | $11,622+65.2% | $10,408+84.5% | $6,710+186.1% |
| Admin fee / account holder | $2,500 | $15,381-83.7% | $12,815-80.5% | $11,403-78.1% |