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 | $597,922 | $209,411+185.5% | $178,490+235.0% | $158,922+276.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.12% | 188.75%-166.6pp | 151.07%-128.9pp | 302.83%-280.7pp |
| Employer contribution / active EE | $7,919 | $5,706+38.8% | $5,011+58.0% | $4,761+66.3% |
| Participant deferral / active EE | $12,074 | $5,954+102.8% | $5,202+132.1% | $5,982+101.8% |
| Admin fee / account holder | $18,104 | $17,074+6.0% | $13,984+29.5% | $11,246+61.0% |