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 | $719,100 | $107,934+566.2% | $91,989+681.7% | $152,861+370.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 17.80% | 89.24%-71.4pp | 69.02%-51.2pp | 345.32%-327.5pp |
| Employer contribution / active EE | $7,675 | $4,210+82.3% | $3,452+122.3% | $4,762+61.2% |
| Participant deferral / active EE | $14,709 | $6,364+131.1% | $5,923+148.3% | $5,850+151.4% |
| Admin fee / account holder | $15,352 | $10,520+45.9% | $7,743+98.3% | $11,596+32.4% |