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 | $660,018 | $214,378+207.9% | $200,582+229.1% | $142,382+363.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.11% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $14,979 | $6,841+118.9% | $6,419+133.4% | $4,299+248.4% |
| Participant deferral / active EE | $16,450 | $9,865+66.8% | $9,331+76.3% | $6,507+152.8% |
| Admin fee / account holder | $1,444 | $17,692-91.8% | $16,305-91.1% | $12,624-88.6% |