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 | $993,692 | $172,111+477.4% | $150,298+561.1% | $137,256+624.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.63% | 69.37%-57.7pp | 62.79%-51.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $15,568 | $4,636+235.8% | $4,154+274.8% | $4,156+274.6% |
| Participant deferral / active EE | $16,390 | $6,166+165.8% | $5,453+200.6% | $6,407+155.8% |
| Admin fee / account holder | $2,119 | $16,471-87.1% | $14,116-85.0% | $12,270-82.7% |