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 | $803,326 | $183,519+337.7% | $155,509+416.6% | $145,922+450.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.69% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $6,806 | $5,313+28.1% | $4,672+45.7% | $4,660+46.1% |
| Participant deferral / active EE | $6,640 | $6,462+2.8% | $5,626+18.0% | $6,688-0.7% |
| Admin fee / account holder | $81,312 | $19,313+321.0% | $15,912+411.0% | $13,397+506.9% |