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 | $840,767 | $214,378+292.2% | $200,582+319.2% | $142,382+490.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.14% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $27,296 | $6,841+299.0% | $6,419+325.2% | $4,299+534.9% |
| Participant deferral / active EE | $21,478 | $9,865+117.7% | $9,331+130.2% | $6,507+230.1% |
| Admin fee / account holder | $12,952 | $17,692-26.8% | $16,305-20.6% | $12,624+2.6% |