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 | $602,007 | $140,940+327.1% | $112,229+436.4% | $139,434+331.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 26.06% | 32.71%-6.6pp | 30.20%-4.1pp | 372.94%-346.9pp |
| Employer contribution / active EE | $11,522 | $4,283+169.0% | $3,430+235.9% | $4,751+142.5% |
| Participant deferral / active EE | $5,153 | $5,874-12.3% | $4,798+7.4% | $6,710-23.2% |
| Admin fee / account holder | $9,139 | $9,954-8.2% | $7,748+17.9% | $11,403-19.9% |