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 | $796,141 | $165,984+379.7% | $164,813+383.1% | $145,922+445.6% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.6%+17.0pp | 80.3%+15.4pp |
| Annual return | 14.99% | 100.03%-85.0pp | 69.93%-54.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $19,562 | $5,273+271.0% | $4,341+350.7% | $4,660+319.8% |
| Participant deferral / active EE | $19,940 | $6,959+186.5% | $6,031+230.6% | $6,688+198.2% |
| Admin fee / account holder | $22,031 | $16,648+32.3% | $12,690+73.6% | $13,397+64.4% |