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 | $810,308 | $110,257+634.9% | $96,544+739.3% | $139,434+481.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.45% | 26.32%-10.9pp | 25.84%-10.4pp | 372.94%-357.5pp |
| Employer contribution / active EE | $17,170 | $3,620+374.3% | $2,965+479.1% | $4,751+261.4% |
| Participant deferral / active EE | $12,351 | $5,548+122.6% | $4,851+154.6% | $6,710+84.1% |
| Admin fee / account holder | $10,737 | $11,591-7.4% | $8,252+30.1% | $11,403-5.8% |