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 | $565,916 | $178,174+217.6% | $156,181+262.3% | $137,256+312.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.74% | 84.19%-62.5pp | 64.87%-43.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $9,750 | $4,972+96.1% | $4,294+127.1% | $4,156+134.6% |
| Participant deferral / active EE | $15,250 | $6,888+121.4% | $6,132+148.7% | $6,407+138.0% |
| Admin fee / account holder | $15,936 | $17,404-8.4% | $14,586+9.3% | $12,270+29.9% |