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 | $783,942 | $159,602+391.2% | $150,045+422.5% | $142,382+450.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.51% | 70.24%-44.7pp | 62.55%-37.0pp | 217.08%-191.6pp |
| Employer contribution / active EE | $18,215 | $4,961+267.2% | $4,693+288.1% | $4,299+323.7% |
| Participant deferral / active EE | $18,697 | $8,310+125.0% | $7,997+133.8% | $6,507+187.3% |
| Admin fee / account holder | $5,188 | $14,846-65.1% | $13,435-61.4% | $12,624-58.9% |