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 | $687,178 | $209,411+228.1% | $178,490+285.0% | $158,922+332.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.13% | 188.75%-178.6pp | 151.07%-140.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $10,272 | $5,706+80.0% | $5,011+105.0% | $4,761+115.8% |
| Participant deferral / active EE | $9,801 | $5,954+64.6% | $5,202+88.4% | $5,982+63.8% |
| Admin fee / account holder | $2,424 | $17,074-85.8% | $13,984-82.7% | $11,246-78.4% |