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 | $602,556 | $165,335+264.4% | $149,696+302.5% | $158,922+279.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.12% | 348.15%-339.0pp | 276.60%-267.5pp | 302.83%-293.7pp |
| Employer contribution / active EE | $5,813 | $5,103+13.9% | $4,644+25.2% | $4,761+22.1% |
| Participant deferral / active EE | $7,664 | $7,181+6.7% | $6,842+12.0% | $5,982+28.1% |
| Admin fee / account holder | $14,714 | $10,807+36.2% | $9,309+58.1% | $11,246+30.8% |