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 | $555,465 | $214,378+159.1% | $200,582+176.9% | $142,382+290.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.91% | 46.41%-27.5pp | 42.33%-23.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $8,050 | $6,841+17.7% | $6,419+25.4% | $4,299+87.2% |
| Participant deferral / active EE | $16,200 | $9,865+64.2% | $9,331+73.6% | $6,507+149.0% |
| Admin fee / account holder | $7,845 | $17,692-55.7% | $16,305-51.9% | $12,624-37.9% |