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 | $646,995 | $214,378+201.8% | $200,582+222.6% | $142,382+354.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.24% | 46.41%-27.2pp | 42.33%-23.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $47,667 | $6,841+596.7% | $6,419+642.6% | $4,299+1008.8% |
| Participant deferral / active EE | $12,183 | $9,865+23.5% | $9,331+30.6% | $6,507+87.2% |
| Admin fee / account holder | $2,997 | $17,692-83.1% | $16,305-81.6% | $12,624-76.3% |