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 | $788,599 | $107,934+630.6% | $91,989+757.3% | $152,861+415.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 26.98% | 89.24%-62.3pp | 69.02%-42.0pp | 345.32%-318.3pp |
| Employer contribution / active EE | $9,479 | $4,210+125.2% | $3,452+174.6% | $4,762+99.0% |
| Participant deferral / active EE | $13,800 | $6,364+116.8% | $5,923+133.0% | $5,850+135.9% |
| Admin fee / account holder | $3,394 | $10,520-67.7% | $7,743-56.2% | $11,596-70.7% |