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 | $565,699 | $214,378+163.9% | $200,582+182.0% | $142,382+297.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.12% | 46.41%-34.3pp | 42.33%-30.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,784 | $6,841-73.9% | $6,419-72.2% | $4,299-58.5% |
| Participant deferral / active EE | $5,773 | $9,865-41.5% | $9,331-38.1% | $6,507-11.3% |
| Admin fee / account holder | $13,230 | $17,692-25.2% | $16,305-18.9% | $12,624+4.8% |