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 | $594,274 | $148,534+300.1% | $135,903+337.3% | $139,434+326.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.90% | 79.19%-65.3pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $8,660 | $5,243+65.2% | $4,856+78.3% | $4,751+82.3% |
| Participant deferral / active EE | $27,000 | $8,100+233.3% | $7,758+248.0% | $6,710+302.4% |
| Admin fee / account holder | $19,460 | $12,400+56.9% | $10,762+80.8% | $11,403+70.7% |