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 | $559,705 | $214,378+161.1% | $200,582+179.0% | $142,382+293.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.88% | 46.41%-30.5pp | 42.33%-26.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $11,816 | $6,841+72.7% | $6,419+84.1% | $4,299+174.8% |
| Participant deferral / active EE | $8,813 | $9,865-10.7% | $9,331-5.6% | $6,507+35.4% |
| Admin fee / account holder | $26,174 | $17,692+47.9% | $16,305+60.5% | $12,624+107.3% |