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 | $774,689 | $175,202+342.2% | $149,673+417.6% | $139,434+455.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 32.53% | 166.71%-134.2pp | 134.42%-101.9pp | 372.94%-340.4pp |
| Employer contribution / active EE | $4,876 | $5,474-10.9% | $4,818+1.2% | $4,751+2.6% |
| Participant deferral / active EE | $8,984 | $6,519+37.8% | $5,680+58.2% | $6,710+33.9% |
| Admin fee / account holder | $36,065 | $16,150+123.3% | $13,210+173.0% | $11,403+216.3% |