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 | $723,989 | $177,572+307.7% | $154,803+367.7% | $142,382+408.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.60% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $16,153 | $4,810+235.8% | $4,305+275.2% | $4,299+275.7% |
| Participant deferral / active EE | $11,243 | $6,272+79.3% | $5,540+102.9% | $6,507+72.8% |
| Admin fee / account holder | $2,563 | $16,786-84.7% | $14,329-82.1% | $12,624-79.7% |