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 | $656,537 | $144,119+355.6% | $117,854+457.1% | $147,584+344.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.41% | 531.15%-514.7pp | 335.08%-318.7pp | 578.55%-562.1pp |
| Employer contribution / active EE | $6,822 | $4,896+39.3% | $3,786+80.2% | $4,876+39.9% |
| Participant deferral / active EE | $6,390 | $5,316+20.2% | $4,482+42.6% | $5,439+17.5% |
| Admin fee / account holder | $6,820 | $10,886-37.3% | $8,020-15.0% | $10,885-37.3% |