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 | $293,115 | $201,259+45.6% | $184,200+59.1% | $145,959+100.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.60% | 28.98%-18.4pp | 28.80%-18.2pp | 561.95%-551.3pp |
| Employer contribution / active EE | $24,812 | $7,018+253.5% | $6,424+286.2% | $4,661+432.4% |
| Participant deferral / active EE | $16,007 | $9,806+63.2% | $9,132+75.3% | $6,689+139.3% |
| Admin fee / account holder | $25,055 | $16,372+53.0% | $13,907+80.2% | $13,398+87.0% |