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 | $608,638 | $214,378+183.9% | $200,582+203.4% | $142,382+327.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.77% | 46.41%-33.6pp | 42.33%-29.6pp | 217.08%-204.3pp |
| Employer contribution / active EE | $44,896 | $6,841+556.2% | $6,419+599.4% | $4,299+944.3% |
| Participant deferral / active EE | $30,500 | $9,865+209.2% | $9,331+226.9% | $6,507+368.7% |
| Admin fee / account holder | $9,174 | $17,692-48.1% | $16,305-43.7% | $12,624-27.3% |