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 | $522,900 | $116,175+350.1% | $93,606+458.6% | $152,861+242.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 16.12% | 35.96%-19.8pp | 32.76%-16.6pp | 345.32%-329.2pp |
| Employer contribution / active EE | $10,250 | $3,218+218.5% | $2,718+277.1% | $4,762+115.2% |
| Participant deferral / active EE | $17,260 | $4,603+275.0% | $4,069+324.2% | $5,850+195.0% |
| Admin fee / account holder | $1,374 | $10,748-87.2% | $7,888-82.6% | $11,596-88.1% |