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 | $870,417 | $209,411+315.6% | $178,490+387.7% | $158,922+447.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.79% | 188.75%-167.0pp | 151.07%-129.3pp | 302.83%-281.0pp |
| Employer contribution / active EE | $25,463 | $5,706+346.2% | $5,011+408.2% | $4,761+434.8% |
| Participant deferral / active EE | $19,867 | $5,954+233.7% | $5,202+281.9% | $5,982+232.1% |
| Admin fee / account holder | $12,289 | $17,074-28.0% | $13,984-12.1% | $11,246+9.3% |