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 | $886,844 | $177,572+399.4% | $154,803+472.9% | $142,382+522.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.66% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $33,315 | $4,810+592.6% | $4,305+673.8% | $4,299+674.9% |
| Participant deferral / active EE | $22,198 | $6,272+254.0% | $5,540+300.7% | $6,507+241.1% |
| Admin fee / account holder | $8,692 | $16,786-48.2% | $14,329-39.3% | $12,624-31.1% |