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 | $177,572+298.6% | $154,803+357.2% | $142,382+397.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.83% | 65.07%-53.2pp | 58.88%-47.1pp | 217.08%-205.2pp |
| Employer contribution / active EE | $14,033 | $4,810+191.7% | $4,305+225.9% | $4,299+226.4% |
| Participant deferral / active EE | $14,111 | $6,272+125.0% | $5,540+154.7% | $6,507+116.9% |
| Admin fee / account holder | $9,446 | $16,786-43.7% | $14,329-34.1% | $12,624-25.2% |