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 | $985,422 | $165,335+496.0% | $149,696+558.3% | $158,922+520.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.67% | 348.15%-332.5pp | 276.60%-260.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $23,846 | $5,103+367.3% | $4,644+413.5% | $4,761+400.8% |
| Participant deferral / active EE | $11,167 | $7,181+55.5% | $6,842+63.2% | $5,982+86.7% |
| Admin fee / account holder | $2,688 | $10,807-75.1% | $9,309-71.1% | $11,246-76.1% |