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 | $546,420 | $214,378+154.9% | $200,582+172.4% | $142,382+283.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.88% | 46.41%-28.5pp | 42.33%-24.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $34,875 | $6,841+409.8% | $6,419+443.3% | $4,299+711.2% |
| Participant deferral / active EE | $23,250 | $9,865+135.7% | $9,331+149.2% | $6,507+257.3% |
| Admin fee / account holder | $19,618 | $17,692+10.9% | $16,305+20.3% | $12,624+55.4% |