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 | $772,288 | $159,602+383.9% | $150,045+414.7% | $142,382+442.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.01% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $12,100 | $4,961+143.9% | $4,693+157.8% | $4,299+181.5% |
| Participant deferral / active EE | $9,552 | $8,310+14.9% | $7,997+19.4% | $6,507+46.8% |
| Admin fee / account holder | $25,320 | $14,846+70.5% | $13,435+88.5% | $12,624+100.6% |