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 | $663,034 | $114,381+479.7% | $107,525+516.6% | $142,382+365.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.71% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $15,323 | $4,015+281.7% | $3,754+308.2% | $4,299+256.4% |
| Participant deferral / active EE | $7,081 | $5,564+27.3% | $5,116+38.4% | $6,507+8.8% |
| Admin fee / account holder | $4,410 | $9,860-55.3% | $8,919-50.6% | $12,624-65.1% |