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 | $444,548 | $114,381+288.7% | $107,525+313.4% | $142,382+212.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.21% | 242.71%-222.5pp | 181.32%-161.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $7,551 | $4,015+88.1% | $3,754+101.2% | $4,299+75.6% |
| Participant deferral / active EE | $12,335 | $5,564+121.7% | $5,116+141.1% | $6,507+89.6% |
| Admin fee / account holder | $1,706 | $9,860-82.7% | $8,919-80.9% | $12,624-86.5% |