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 | $629,011 | $226,064+178.2% | $182,532+244.6% | $152,861+311.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 12.54% | 192.51%-180.0pp | 148.54%-136.0pp | 345.32%-332.8pp |
| Employer contribution / active EE | $1,187 | $4,978-76.2% | $4,076-70.9% | $4,762-75.1% |
| Participant deferral / active EE | $12,492 | $6,368+96.2% | $5,524+126.1% | $5,850+113.5% |
| Admin fee / account holder | $19,655 | $10,703+83.6% | $8,592+128.8% | $11,596+69.5% |