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 | $597,636 | $201,259+196.9% | $184,200+224.4% | $145,959+309.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.78% | 28.98%-11.2pp | 28.80%-11.0pp | 561.95%-544.2pp |
| Employer contribution / active EE | $14,351 | $7,018+104.5% | $6,424+123.4% | $4,661+207.9% |
| Participant deferral / active EE | $16,833 | $9,806+71.7% | $9,132+84.3% | $6,689+151.7% |
| Admin fee / account holder | $1,199 | $16,372-92.7% | $13,907-91.4% | $13,398-91.1% |