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 | $699,951 | $214,378+226.5% | $200,582+249.0% | $142,382+391.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.09% | 46.41%-32.3pp | 42.33%-28.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $18,116 | $6,841+164.8% | $6,419+182.2% | $4,299+321.4% |
| Participant deferral / active EE | $21,738 | $9,865+120.4% | $9,331+133.0% | $6,507+234.1% |
| Admin fee / account holder | $10,135 | $17,692-42.7% | $16,305-37.8% | $12,624-19.7% |