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 | $466,606 | $172,111+171.1% | $150,298+210.5% | $137,256+240.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.36% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $10,549 | $4,636+127.5% | $4,154+153.9% | $4,156+153.8% |
| Participant deferral / active EE | $10,006 | $6,166+62.3% | $5,453+83.5% | $6,407+56.2% |
| Admin fee / account holder | $2,425 | $16,471-85.3% | $14,116-82.8% | $12,270-80.2% |