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 | $690,677 | $106,584+548.0% | $101,326+581.6% | $142,382+385.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.67% | 36.93%-24.3pp | 36.82%-24.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $12,450 | $3,956+214.7% | $3,665+239.7% | $4,299+189.6% |
| Participant deferral / active EE | $23,259 | $8,297+180.3% | $7,994+191.0% | $6,507+257.4% |
| Admin fee / account holder | $2,806 | $11,446-75.5% | $11,185-74.9% | $12,624-77.8% |