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 | $699,190 | $198,466+252.3% | $170,442+310.2% | $147,584+373.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.31% | 257.29%-241.0pp | 205.93%-189.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $18,427 | $6,184+198.0% | $5,433+239.2% | $4,876+277.9% |
| Participant deferral / active EE | $23,997 | $5,629+326.3% | $4,939+385.8% | $5,439+341.2% |
| Admin fee / account holder | $9,558 | $16,852-43.3% | $13,880-31.1% | $10,885-12.2% |