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 | $707,735 | $172,111+311.2% | $150,298+370.9% | $137,256+415.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.83% | 69.37%-57.5pp | 62.79%-51.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $14,033 | $4,636+202.7% | $4,154+237.8% | $4,156+237.7% |
| Participant deferral / active EE | $14,111 | $6,166+128.9% | $5,453+158.8% | $6,407+120.3% |
| Admin fee / account holder | $9,446 | $16,471-42.6% | $14,116-33.1% | $12,270-23.0% |