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 | $668,189 | $214,378+211.7% | $200,582+233.1% | $142,382+369.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.59% | 46.41%-29.8pp | 42.33%-25.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $14,838 | $6,841+116.9% | $6,419+131.2% | $4,299+245.1% |
| Participant deferral / active EE | $9,786 | $9,865-0.8% | $9,331+4.9% | $6,507+50.4% |
| Admin fee / account holder | $2,337 | $17,692-86.8% | $16,305-85.7% | $12,624-81.5% |