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 | $645,662 | $209,411+208.3% | $178,490+261.7% | $158,922+306.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.49% | 188.75%-170.3pp | 151.07%-132.6pp | 302.83%-284.3pp |
| Employer contribution / active EE | $7,624 | $5,706+33.6% | $5,011+52.1% | $4,761+60.1% |
| Participant deferral / active EE | $6,532 | $5,954+9.7% | $5,202+25.6% | $5,982+9.2% |
| Admin fee / account holder | $36,265 | $17,074+112.4% | $13,984+159.3% | $11,246+222.5% |