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 | $676,541 | $175,202+286.2% | $149,673+352.0% | $139,434+385.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.85% | 166.71%-148.9pp | 134.42%-116.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $14,398 | $5,474+163.0% | $4,818+198.9% | $4,751+203.1% |
| Participant deferral / active EE | $6,429 | $6,519-1.4% | $5,680+13.2% | $6,710-4.2% |
| Admin fee / account holder | $1,213 | $16,150-92.5% | $13,210-90.8% | $11,403-89.4% |