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 | $450,744 | $214,378+110.3% | $200,582+124.7% | $142,382+216.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.10% | 46.41%-32.3pp | 42.33%-28.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $16,350 | $6,841+139.0% | $6,419+154.7% | $4,299+280.3% |
| Participant deferral / active EE | $10,333 | $9,865+4.8% | $9,331+10.7% | $6,507+58.8% |
| Admin fee / account holder | $1,994 | $17,692-88.7% | $16,305-87.8% | $12,624-84.2% |