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 | $605,037 | $217,402+178.3% | $185,823+225.6% | $167,490+261.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.72% | 148.36%-137.6pp | 122.05%-111.3pp | 478.56%-467.8pp |
| Employer contribution / active EE | $11,732 | $5,873+99.8% | $5,167+127.0% | $4,837+142.5% |
| Participant deferral / active EE | $9,995 | $6,356+57.3% | $5,568+79.5% | $6,341+57.6% |
| Admin fee / account holder | $14,781 | $19,811-25.4% | $16,237-9.0% | $12,309+20.1% |