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 | $938,543 | $176,056+433.1% | $159,436+488.7% | $167,490+460.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.51% | 331.75%-313.2pp | 263.57%-245.1pp | 478.56%-460.0pp |
| Employer contribution / active EE | $5,168 | $5,297-2.4% | $4,829+7.0% | $4,837+6.8% |
| Participant deferral / active EE | $6,443 | $7,750-16.9% | $7,352-12.4% | $6,341+1.6% |
| Admin fee / account holder | $22,937 | $12,554+82.7% | $10,799+112.4% | $12,309+86.3% |