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 | $447,545 | $214,378+108.8% | $200,582+123.1% | $142,382+214.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.48% | 46.41%-33.9pp | 42.33%-29.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $6,757 | $6,841-1.2% | $6,419+5.3% | $4,299+57.2% |
| Participant deferral / active EE | $13,485 | $9,865+36.7% | $9,331+44.5% | $6,507+107.2% |
| Admin fee / account holder | $35,135 | $17,692+98.6% | $16,305+115.5% | $12,624+178.3% |