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 | $503,019 | $157,256+219.9% | $141,162+256.3% | $152,861+229.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.17% | 64.32%-46.2pp | 71.39%-53.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $11,743 | $5,261+123.2% | $4,735+148.0% | $4,762+146.6% |
| Participant deferral / active EE | $7,204 | $7,109+1.3% | $6,709+7.4% | $5,850+23.1% |
| Admin fee / account holder | $6,607 | $12,120-45.5% | $10,261-35.6% | $11,596-43.0% |