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 | $638,176 | $232,540+174.4% | $185,117+244.7% | $147,584+332.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.93% | 43.03%-28.1pp | 40.50%-25.6pp | 578.55%-563.6pp |
| Employer contribution / active EE | $17,918 | $5,195+244.9% | $4,182+328.5% | $4,876+267.4% |
| Participant deferral / active EE | $13,019 | $5,834+123.2% | $5,045+158.1% | $5,439+139.4% |
| Admin fee / account holder | $764 | $10,275-92.6% | $8,159-90.6% | $10,885-93.0% |