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 | $643,724 | $127,386+405.3% | $115,037+459.6% | $125,391+413.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.88% | 31.28%-32.2pp | 26.14%-27.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $10,000 | $5,166+93.6% | $4,608+117.0% | $4,866+105.5% |
| Participant deferral / active EE | $13,925 | $6,423+116.8% | $6,026+131.1% | $5,352+160.2% |
| Admin fee / account holder | $1,408 | $9,516-85.2% | $8,175-82.8% | $9,540-85.2% |