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 | $754,642 | $214,378+252.0% | $200,582+276.2% | $142,382+430.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.13% | 46.41%-33.3pp | 42.33%-29.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $28,036 | $6,841+309.8% | $6,419+336.8% | $4,299+552.1% |
| Participant deferral / active EE | $7,393 | $9,865-25.1% | $9,331-20.8% | $6,507+13.6% |
| Admin fee / account holder | $40,433 | $17,692+128.5% | $16,305+148.0% | $12,624+220.3% |