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 | $930,614 | $214,378+334.1% | $200,582+364.0% | $142,382+553.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.98% | 46.41%-34.4pp | 42.33%-30.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $31,397 | $6,841+358.9% | $6,419+389.1% | $4,299+630.3% |
| Participant deferral / active EE | $20,624 | $9,865+109.1% | $9,331+121.0% | $6,507+216.9% |
| Admin fee / account holder | $25,719 | $17,692+45.4% | $16,305+57.7% | $12,624+103.7% |