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 | $679,963 | $176,056+286.2% | $159,436+326.5% | $167,490+306.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.07% | 331.75%-310.7pp | 263.57%-242.5pp | 478.56%-457.5pp |
| Employer contribution / active EE | $4,503 | $5,297-15.0% | $4,829-6.8% | $4,837-6.9% |
| Participant deferral / active EE | $14,040 | $7,750+81.2% | $7,352+91.0% | $6,341+121.4% |
| Admin fee / account holder | $336 | $12,554-97.3% | $10,799-96.9% | $12,309-97.3% |