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 | $425,405 | $159,602+166.5% | $150,045+183.5% | $142,382+198.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.52% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $12,370 | $4,961+149.4% | $4,693+163.6% | $4,299+187.7% |
| Participant deferral / active EE | $14,743 | $8,310+77.4% | $7,997+84.4% | $6,507+126.6% |
| Admin fee / account holder | $5,119 | $14,846-65.5% | $13,435-61.9% | $12,624-59.5% |