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 | $850,865 | $214,378+296.9% | $200,582+324.2% | $142,382+497.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.96% | 46.41%-33.4pp | 42.33%-29.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $17,500 | $6,841+155.8% | $6,419+172.6% | $4,299+307.1% |
| Participant deferral / active EE | $31,000 | $9,865+214.3% | $9,331+232.2% | $6,507+376.4% |
| Admin fee / account holder | $2,003 | $17,692-88.7% | $16,305-87.7% | $12,624-84.1% |