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 | $569,844 | $214,378+165.8% | $200,582+184.1% | $142,382+300.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.21% | 46.41%-34.2pp | 42.33%-30.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $5,600 | $6,841-18.2% | $6,419-12.8% | $4,299+30.2% |
| Participant deferral / active EE | $22,496 | $9,865+128.0% | $9,331+141.1% | $6,507+245.7% |
| Admin fee / account holder | $5,461 | $17,692-69.1% | $16,305-66.5% | $12,624-56.7% |