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 | $737,143 | $159,602+361.9% | $150,045+391.3% | $142,382+417.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.24% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $9,291 | $4,961+87.3% | $4,693+98.0% | $4,299+116.1% |
| Participant deferral / active EE | $30,525 | $8,310+267.3% | $7,997+281.7% | $6,507+369.1% |
| Admin fee / account holder | $103,193 | $14,846+595.1% | $13,435+668.1% | $12,624+717.5% |