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 | $380,421 | $185,822+104.7% | $169,993+123.8% | $139,434+172.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.50% | 60.50%-39.0pp | 53.37%-31.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $18,418 | $7,590+142.7% | $6,785+171.4% | $4,751+287.7% |
| Participant deferral / active EE | $12,140 | $11,622+4.5% | $10,408+16.6% | $6,710+80.9% |
| Admin fee / account holder | $5,338 | $15,381-65.3% | $12,815-58.3% | $11,403-53.2% |