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 | $594,357 | $110,257+439.1% | $96,544+515.6% | $139,434+326.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.29% | 26.32%-11.0pp | 25.84%-10.6pp | 372.94%-357.7pp |
| Employer contribution / active EE | $32,410 | $3,620+795.4% | $2,965+993.1% | $4,751+582.2% |
| Participant deferral / active EE | $20,575 | $5,548+270.9% | $4,851+324.2% | $6,710+206.6% |
| Admin fee / account holder | $8,648 | $11,591-25.4% | $8,252+4.8% | $11,403-24.2% |