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 | $666,877 | $106,584+525.7% | $101,326+558.2% | $142,382+368.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.59% | 36.93%-23.3pp | 36.82%-23.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $7,918 | $3,956+100.1% | $3,665+116.0% | $4,299+84.2% |
| Participant deferral / active EE | $12,158 | $8,297+46.5% | $7,994+52.1% | $6,507+86.8% |
| Admin fee / account holder | $15,834 | $11,446+38.3% | $11,185+41.6% | $12,624+25.4% |