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 | $934,586 | $114,381+717.1% | $107,525+769.2% | $142,382+556.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.66% | 242.71%-230.1pp | 181.32%-168.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $8,147 | $4,015+102.9% | $3,754+117.0% | $4,299+89.5% |
| Participant deferral / active EE | $17,768 | $5,564+219.3% | $5,116+247.3% | $6,507+173.1% |
| Admin fee / account holder | $2,191 | $9,860-77.8% | $8,919-75.4% | $12,624-82.6% |