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 | $901,490 | $154,228+484.5% | $145,433+519.9% | $137,256+556.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.29% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $8,389 | $4,804+74.6% | $4,554+84.2% | $4,156+101.9% |
| Participant deferral / active EE | $9,835 | $8,216+19.7% | $7,897+24.5% | $6,407+53.5% |
| Admin fee / account holder | $2,565 | $14,344-82.1% | $13,129-80.5% | $12,270-79.1% |