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 | $737,438 | $176,056+318.9% | $159,436+362.5% | $167,490+340.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.10% | 331.75%-313.7pp | 263.57%-245.5pp | 478.56%-460.5pp |
| Employer contribution / active EE | $24,910 | $5,297+370.3% | $4,829+415.8% | $4,837+414.9% |
| Participant deferral / active EE | $19,645 | $7,750+153.5% | $7,352+167.2% | $6,341+209.8% |
| Admin fee / account holder | $11,093 | $12,554-11.6% | $10,799+2.7% | $12,309-9.9% |