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 | $508,301 | $217,402+133.8% | $185,823+173.5% | $167,490+203.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.80% | 148.36%-136.6pp | 122.05%-110.2pp | 478.56%-466.8pp |
| Employer contribution / active EE | $13,542 | $5,873+130.6% | $5,167+162.1% | $4,837+179.9% |
| Participant deferral / active EE | $10,278 | $6,356+61.7% | $5,568+84.6% | $6,341+62.1% |
| Admin fee / account holder | $13,600 | $19,811-31.3% | $16,237-16.2% | $12,309+10.5% |