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 | $302,804 | $214,378+41.2% | $200,582+51.0% | $142,382+112.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.94% | 46.41%-29.5pp | 42.33%-25.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $16,097 | $6,841+135.3% | $6,419+150.8% | $4,299+274.4% |
| Participant deferral / active EE | $14,199 | $9,865+43.9% | $9,331+52.2% | $6,507+118.2% |
| Admin fee / account holder | $18,995 | $17,692+7.4% | $16,305+16.5% | $12,624+50.5% |