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 | $940,808 | $177,572+429.8% | $154,803+507.7% | $142,382+560.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.60% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $11,218 | $4,810+133.2% | $4,305+160.5% | $4,299+160.9% |
| Participant deferral / active EE | $6,975 | $6,272+11.2% | $5,540+25.9% | $6,507+7.2% |
| Admin fee / account holder | $5,256 | $16,786-68.7% | $14,329-63.3% | $12,624-58.4% |