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 | $901,079 | $177,572+407.4% | $154,803+482.1% | $142,382+532.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.11% | 65.07%-53.0pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $50,000 | $4,810+939.4% | $4,305+1061.3% | $4,299+1063.0% |
| Participant deferral / active EE | $2,143 | $6,272-65.8% | $5,540-61.3% | $6,507-67.1% |
| Admin fee / account holder | $43,540 | $16,786+159.4% | $14,329+203.9% | $12,624+244.9% |