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 | $697,046 | $144,119+383.7% | $117,854+491.4% | $147,584+372.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.31% | 531.15%-519.8pp | 335.08%-323.8pp | 578.55%-567.2pp |
| Employer contribution / active EE | $21,398 | $4,896+337.0% | $3,786+465.2% | $4,876+338.8% |
| Participant deferral / active EE | $10,946 | $5,316+105.9% | $4,482+144.2% | $5,439+101.3% |
| Admin fee / account holder | $14,065 | $10,886+29.2% | $8,020+75.4% | $10,885+29.2% |