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 | $670,810 | $159,602+320.3% | $150,045+347.1% | $142,382+371.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.05% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $25,968 | $4,961+423.5% | $4,693+453.3% | $4,299+504.0% |
| Participant deferral / active EE | $18,654 | $8,310+124.5% | $7,997+133.3% | $6,507+186.7% |
| Admin fee / account holder | $3,510 | $14,846-76.4% | $13,435-73.9% | $12,624-72.2% |