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 | $755,827 | $179,726+320.5% | $156,263+383.7% | $142,382+430.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.31% | 77.86%-60.5pp | 59.47%-42.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $29,120 | $5,069+474.5% | $4,333+572.0% | $4,299+577.3% |
| Participant deferral / active EE | $18,150 | $6,956+160.9% | $6,158+194.7% | $6,507+178.9% |
| Admin fee / account holder | $2,762 | $17,272-84.0% | $14,255-80.6% | $12,624-78.1% |