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 | $976,690 | $217,402+349.3% | $185,823+425.6% | $167,490+483.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.41% | 148.36%-130.9pp | 122.05%-104.6pp | 478.56%-461.1pp |
| Employer contribution / active EE | $13,158 | $5,873+124.0% | $5,167+154.6% | $4,837+172.0% |
| Participant deferral / active EE | $10,492 | $6,356+65.1% | $5,568+88.4% | $6,341+65.5% |
| Admin fee / account holder | $9,144 | $19,811-53.8% | $16,237-43.7% | $12,309-25.7% |