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 | $719,381 | $176,056+308.6% | $159,436+351.2% | $167,490+329.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.39% | 331.75%-317.4pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $5,428 | $5,297+2.5% | $4,829+12.4% | $4,837+12.2% |
| Participant deferral / active EE | $12,109 | $7,750+56.2% | $7,352+64.7% | $6,341+91.0% |
| Admin fee / account holder | $3,781 | $12,554-69.9% | $10,799-65.0% | $12,309-69.3% |