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 | $661,041 | $214,378+208.4% | $200,582+229.6% | $142,382+364.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.97% | 46.41%-29.4pp | 42.33%-25.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $21,621 | $6,841+216.0% | $6,419+236.8% | $4,299+402.9% |
| Participant deferral / active EE | $21,809 | $9,865+121.1% | $9,331+133.7% | $6,507+235.2% |
| Admin fee / account holder | $33,262 | $17,692+88.0% | $16,305+104.0% | $12,624+163.5% |