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 | $724,776 | $210,648+244.1% | $177,989+307.2% | $145,922+396.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.17% | 385.86%-364.7pp | 294.48%-273.3pp | 561.29%-540.1pp |
| Employer contribution / active EE | $1,876 | $4,565-58.9% | $3,949-52.5% | $4,660-59.7% |
| Participant deferral / active EE | $7,645 | $6,958+9.9% | $6,276+21.8% | $6,688+14.3% |
| Admin fee / account holder | $15,504 | $12,013+29.1% | $10,363+49.6% | $13,397+15.7% |