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 | $922,019 | $209,411+340.3% | $178,490+416.6% | $158,922+480.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.26% | 188.75%-176.5pp | 151.07%-138.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $23,238 | $5,706+307.2% | $5,011+363.8% | $4,761+388.1% |
| Participant deferral / active EE | $22,083 | $5,954+270.9% | $5,202+324.5% | $5,982+269.2% |
| Admin fee / account holder | $3,398 | $17,074-80.1% | $13,984-75.7% | $11,246-69.8% |