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 | $928,580 | $214,378+333.2% | $200,582+362.9% | $142,382+552.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.04% | 46.41%-26.4pp | 42.33%-22.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $24,027 | $6,841+251.2% | $6,419+274.3% | $4,299+458.9% |
| Participant deferral / active EE | $17,974 | $9,865+82.2% | $9,331+92.6% | $6,507+176.2% |
| Admin fee / account holder | $8,751 | $17,692-50.5% | $16,305-46.3% | $12,624-30.7% |