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 | $550,544 | $175,202+214.2% | $149,673+267.8% | $139,434+294.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.73% | 166.71%-142.0pp | 134.42%-109.7pp | 372.94%-348.2pp |
| Employer contribution / active EE | $4,239 | $5,474-22.6% | $4,818-12.0% | $4,751-10.8% |
| Participant deferral / active EE | $10,360 | $6,519+58.9% | $5,680+82.4% | $6,710+54.4% |
| Admin fee / account holder | $16,496 | $16,150+2.1% | $13,210+24.9% | $11,403+44.7% |