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 | $855,539 | $179,726+376.0% | $156,263+447.5% | $142,382+500.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.63% | 77.86%-60.2pp | 59.47%-41.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $13,633 | $5,069+168.9% | $4,333+214.6% | $4,299+217.1% |
| Participant deferral / active EE | $6,041 | $6,956-13.2% | $6,158-1.9% | $6,507-7.2% |
| Admin fee / account holder | $20,044 | $17,272+16.0% | $14,255+40.6% | $12,624+58.8% |