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 | $520,529 | $177,572+193.1% | $154,803+236.3% | $142,382+265.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.72% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,455 | $4,810-28.2% | $4,305-19.7% | $4,299-19.6% |
| Participant deferral / active EE | $24,097 | $6,272+284.2% | $5,540+334.9% | $6,507+270.3% |
| Admin fee / account holder | $2,857 | $16,786-83.0% | $14,329-80.1% | $12,624-77.4% |