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 | $627,196 | $159,602+293.0% | $150,045+318.0% | $142,382+340.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.56% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $21,258 | $4,961+328.5% | $4,693+353.0% | $4,299+394.5% |
| Participant deferral / active EE | $17,738 | $8,310+113.4% | $7,997+121.8% | $6,507+172.6% |
| Admin fee / account holder | $12,851 | $14,846-13.4% | $13,435-4.3% | $12,624+1.8% |