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 | $587,002 | $214,378+173.8% | $200,582+192.6% | $142,382+312.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 34.60% | 46.41%-11.8pp | 42.33%-7.7pp | 217.08%-182.5pp |
| Employer contribution / active EE | $26,603 | $6,841+288.8% | $6,419+314.4% | $4,299+518.8% |
| Participant deferral / active EE | $22,747 | $9,865+130.6% | $9,331+143.8% | $6,507+249.6% |
| Admin fee / account holder | $35,767 | $17,692+102.2% | $16,305+119.4% | $12,624+183.3% |