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 | $471,504 | $209,336+125.2% | $197,124+139.2% | $137,256+243.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.48% | 48.09%-33.6pp | 44.34%-29.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $21,691 | $6,591+229.1% | $6,227+248.3% | $4,156+421.9% |
| Participant deferral / active EE | $21,500 | $9,614+123.6% | $9,135+135.4% | $6,407+235.6% |
| Admin fee / account holder | $356 | $17,308-97.9% | $16,298-97.8% | $12,270-97.1% |