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 | $721,490 | $201,272+258.5% | $184,203+291.7% | $145,922+394.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.34% | 29.00%-11.7pp | 28.81%-11.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $15,070 | $7,022+114.6% | $6,427+134.5% | $4,660+223.4% |
| Participant deferral / active EE | $17,956 | $9,806+83.1% | $9,131+96.6% | $6,688+168.5% |
| Admin fee / account holder | $2,823 | $16,364-82.7% | $13,901-79.7% | $13,397-78.9% |