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 | $829,476 | $202,432+309.8% | $169,368+389.7% | $139,434+494.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.66% | 531.74%-515.1pp | 405.60%-388.9pp | 372.94%-356.3pp |
| Employer contribution / active EE | $7,662 | $4,692+63.3% | $4,013+90.9% | $4,751+61.3% |
| Participant deferral / active EE | $30,000 | $6,938+332.4% | $6,221+382.2% | $6,710+347.1% |
| Admin fee / account holder | $1,031 | $10,708-90.4% | $9,003-88.6% | $11,403-91.0% |