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 | $625,907 | $111,814+459.8% | $103,374+505.5% | $145,959+328.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.32% | 24.77%-8.5pp | 24.89%-8.6pp | 561.95%-545.6pp |
| Employer contribution / active EE | $22,889 | $4,214+443.2% | $3,869+491.5% | $4,661+391.1% |
| Participant deferral / active EE | $16,370 | $5,618+191.4% | $5,058+223.7% | $6,689+144.7% |
| Admin fee / account holder | $1,937 | $9,754-80.1% | $8,394-76.9% | $13,398-85.5% |