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 | $550,134 | $214,378+156.6% | $200,582+174.3% | $142,382+286.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.77% | 46.41%-30.6pp | 42.33%-26.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $17,912 | $6,841+161.8% | $6,419+179.1% | $4,299+316.6% |
| Participant deferral / active EE | $13,396 | $9,865+35.8% | $9,331+43.6% | $6,507+105.9% |
| Admin fee / account holder | $3,584 | $17,692-79.7% | $16,305-78.0% | $12,624-71.6% |