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 | $813,227 | $157,256+417.1% | $141,162+476.1% | $152,861+432.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.51% | 64.32%-39.8pp | 71.39%-46.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $13,016 | $5,261+147.4% | $4,735+174.9% | $4,762+173.3% |
| Participant deferral / active EE | $8,335 | $7,109+17.2% | $6,709+24.2% | $5,850+42.5% |
| Admin fee / account holder | $13,991 | $12,120+15.4% | $10,261+36.4% | $11,596+20.7% |