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 | $865,479 | $165,984+421.4% | $164,813+425.1% | $145,922+493.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.64% | 100.03%-88.4pp | 69.93%-58.3pp | 561.29%-549.6pp |
| Employer contribution / active EE | $20,600 | $5,273+290.7% | $4,341+374.6% | $4,660+342.1% |
| Participant deferral / active EE | $13,696 | $6,959+96.8% | $6,031+127.1% | $6,688+104.8% |
| Admin fee / account holder | $5,470 | $16,648-67.1% | $12,690-56.9% | $13,397-59.2% |