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 | $575,603 | $214,378+168.5% | $200,582+187.0% | $142,382+304.3% |
| Participation rate | 94.4% | 87.4%+7.0pp | 86.9%+7.6pp | 80.1%+14.3pp |
| Annual return | 15.98% | 46.41%-30.4pp | 42.33%-26.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $13,051 | $6,841+90.8% | $6,419+103.3% | $4,299+203.6% |
| Participant deferral / active EE | $10,144 | $9,865+2.8% | $9,331+8.7% | $6,507+55.9% |
| Admin fee / account holder | $4,489 | $17,692-74.6% | $16,305-72.5% | $12,624-64.4% |