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 | $742,494 | $214,378+246.3% | $200,582+270.2% | $142,382+421.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.31% | 46.41%-33.1pp | 42.33%-29.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $23,398 | $6,841+242.0% | $6,419+264.5% | $4,299+444.2% |
| Participant deferral / active EE | $23,303 | $9,865+136.2% | $9,331+149.7% | $6,507+258.1% |
| Admin fee / account holder | $11,765 | $17,692-33.5% | $16,305-27.8% | $12,624-6.8% |