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 | $606,921 | $197,591+207.2% | $177,821+241.3% | $158,922+281.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.11% | 58.76%-43.6pp | 48.32%-33.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $10,302 | $6,697+53.8% | $5,918+74.1% | $4,761+116.4% |
| Participant deferral / active EE | $8,644 | $8,405+2.8% | $7,714+12.1% | $5,982+44.5% |
| Admin fee / account holder | $3,090 | $15,399-79.9% | $12,427-75.1% | $11,246-72.5% |