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 | $379,074 | $106,584+255.7% | $101,326+274.1% | $142,382+166.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.11% | 36.93%-16.8pp | 36.82%-16.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $40,303 | $3,956+918.8% | $3,665+999.6% | $4,299+837.5% |
| Participant deferral / active EE | $10,002 | $8,297+20.5% | $7,994+25.1% | $6,507+53.7% |
| Admin fee / account holder | $938 | $11,446-91.8% | $11,185-91.6% | $12,624-92.6% |