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 | $528,282 | $214,378+146.4% | $200,582+163.4% | $142,382+271.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.20% | 46.41%-26.2pp | 42.33%-22.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $12,131 | $6,841+77.3% | $6,419+89.0% | $4,299+182.2% |
| Participant deferral / active EE | $21,093 | $9,865+113.8% | $9,331+126.1% | $6,507+224.2% |
| Admin fee / account holder | $685 | $17,692-96.1% | $16,305-95.8% | $12,624-94.6% |