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 | $529,825 | $214,378+147.1% | $200,582+164.1% | $142,382+272.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.00% | 46.41%-28.4pp | 42.33%-24.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $13,927 | $6,841+103.6% | $6,419+117.0% | $4,299+223.9% |
| Participant deferral / active EE | $25,579 | $9,865+159.3% | $9,331+174.1% | $6,507+293.1% |
| Admin fee / account holder | $46,374 | $17,692+162.1% | $16,305+184.4% | $12,624+267.4% |