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 | $668,907 | $214,378+212.0% | $200,582+233.5% | $142,382+369.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.63% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $10,747 | $6,841+57.1% | $6,419+67.4% | $4,299+150.0% |
| Participant deferral / active EE | $37,290 | $9,865+278.0% | $9,331+299.6% | $6,507+473.1% |
| Admin fee / account holder | $68,268 | $17,692+285.9% | $16,305+318.7% | $12,624+440.8% |