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 | $450,015 | $127,065+254.2% | $113,168+297.7% | $142,382+216.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.73% | 24.03%-10.3pp | 24.27%-10.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $12,472 | $3,442+262.3% | $2,975+319.2% | $4,299+190.1% |
| Participant deferral / active EE | $10,535 | $5,716+84.3% | $5,107+106.3% | $6,507+61.9% |
| Admin fee / account holder | $16,526 | $15,736+5.0% | $12,068+36.9% | $12,624+30.9% |