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 | $566,841 | $214,378+164.4% | $200,582+182.6% | $142,382+298.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.09% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $17,362 | $6,841+153.8% | $6,419+170.5% | $4,299+303.9% |
| Participant deferral / active EE | $13,628 | $9,865+38.2% | $9,331+46.1% | $6,507+109.4% |
| Admin fee / account holder | $412 | $17,692-97.7% | $16,305-97.5% | $12,624-96.7% |