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 | $952,006 | $201,259+373.0% | $184,200+416.8% | $145,959+552.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.38% | 28.98%-14.6pp | 28.80%-14.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $9,000 | $7,018+28.2% | $6,424+40.1% | $4,661+93.1% |
| Participant deferral / active EE | $30,500 | $9,806+211.0% | $9,132+234.0% | $6,689+356.0% |
| Admin fee / account holder | $4,330 | $16,372-73.6% | $13,907-68.9% | $13,398-67.7% |