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 | $601,863 | $177,572+238.9% | $154,803+288.8% | $142,382+322.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.14% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $7,581 | $4,810+57.6% | $4,305+76.1% | $4,299+76.3% |
| Participant deferral / active EE | $15,199 | $6,272+142.3% | $5,540+174.3% | $6,507+133.6% |
| Admin fee / account holder | $2,430 | $16,786-85.5% | $14,329-83.0% | $12,624-80.8% |