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 5-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 | $545,088 | $201,259+170.8% | $184,200+195.9% | $145,959+273.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 36.84% | 28.98%+7.9pp | 28.80%+8.0pp | 561.95%-525.1pp |
| Employer contribution / active EE | $14,644 | $7,018+108.7% | $6,424+128.0% | $4,661+214.2% |
| Participant deferral / active EE | $10,900 | $9,806+11.2% | $9,132+19.4% | $6,689+63.0% |
| Admin fee / account holder | $971 | $16,372-94.1% | $13,907-93.0% | $13,398-92.8% |