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 | $421,548 | $175,202+140.6% | $149,673+181.6% | $139,434+202.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.80% | 166.71%-152.9pp | 134.42%-120.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $13,951 | $5,474+154.9% | $4,818+189.6% | $4,751+193.7% |
| Participant deferral / active EE | $9,082 | $6,519+39.3% | $5,680+59.9% | $6,710+35.4% |
| Admin fee / account holder | $3,793 | $16,150-76.5% | $13,210-71.3% | $11,403-66.7% |