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 | $459,138 | $214,378+114.2% | $200,582+128.9% | $142,382+222.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.69% | 46.41%-29.7pp | 42.33%-25.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $12,494 | $6,841+82.6% | $6,419+94.6% | $4,299+190.6% |
| Participant deferral / active EE | $6,985 | $9,865-29.2% | $9,331-25.1% | $6,507+7.3% |
| Admin fee / account holder | $1,138 | $17,692-93.6% | $16,305-93.0% | $12,624-91.0% |