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 | $918,125 | $197,591+364.7% | $177,821+416.3% | $158,922+477.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 29.39% | 58.76%-29.4pp | 48.32%-18.9pp | 302.83%-273.4pp |
| Employer contribution / active EE | $5,487 | $6,697-18.1% | $5,918-7.3% | $4,761+15.3% |
| Participant deferral / active EE | $18,525 | $8,405+120.4% | $7,714+140.2% | $5,982+209.7% |
| Admin fee / account holder | $18,889 | $15,399+22.7% | $12,427+52.0% | $11,246+68.0% |