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 | $971,850 | $168,632+476.3% | $147,614+558.4% | $125,391+675.1% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | 2.51% | 77.65%-75.1pp | 61.98%-59.5pp | 282.22%-279.7pp |
| Employer contribution / active EE | $10,000 | $6,252+59.9% | $5,564+79.7% | $4,866+105.5% |
| Participant deferral / active EE | $3,822 | $5,507-30.6% | $4,895-21.9% | $5,352-28.6% |
| Admin fee / account holder | $45,042 | $13,580+231.7% | $11,611+287.9% | $9,540+372.1% |