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 | $616,303 | $94,338+553.3% | $100,534+513.0% | $142,382+332.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 15.34% | 29.20%-13.9pp | 32.66%-17.3pp | 217.08%-201.7pp |
| Employer contribution / active EE | $7,545 | $4,237+78.1% | $4,346+73.6% | $4,299+75.5% |
| Participant deferral / active EE | $10,793 | $5,934+81.9% | $6,144+75.7% | $6,507+65.9% |
| Admin fee / account holder | $2,940 | $8,421-65.1% | $7,654-61.6% | $12,624-76.7% |