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 | $809,528 | $214,378+277.6% | $200,582+303.6% | $142,382+468.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.67% | 46.41%-26.7pp | 42.33%-22.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $11,386 | $6,841+66.4% | $6,419+77.4% | $4,299+164.8% |
| Participant deferral / active EE | $20,233 | $9,865+105.1% | $9,331+116.8% | $6,507+210.9% |
| Admin fee / account holder | $12,554 | $17,692-29.0% | $16,305-23.0% | $12,624-0.6% |