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 | $556,575 | $214,378+159.6% | $200,582+177.5% | $142,382+290.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.10% | 46.41%-28.3pp | 42.33%-24.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $21,760 | $6,841+218.1% | $6,419+239.0% | $4,299+406.1% |
| Participant deferral / active EE | $23,200 | $9,865+135.2% | $9,331+148.6% | $6,507+256.5% |
| Admin fee / account holder | $9,348 | $17,692-47.2% | $16,305-42.7% | $12,624-25.9% |