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 | $790,805 | $177,572+345.3% | $154,803+410.8% | $142,382+455.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.69% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $47,000 | $4,810+877.0% | $4,305+991.6% | $4,299+993.3% |
| Participant deferral / active EE | $23,000 | $6,272+266.7% | $5,540+315.1% | $6,507+253.5% |
| Admin fee / account holder | $5,250 | $16,786-68.7% | $14,329-63.4% | $12,624-58.4% |