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 | $748,426 | $175,202+327.2% | $149,673+400.0% | $139,434+436.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.07% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $19,800 | $5,474+261.7% | $4,818+311.0% | $4,751+316.8% |
| Participant deferral / active EE | $28,125 | $6,519+331.5% | $5,680+395.2% | $6,710+319.1% |
| Admin fee / account holder | $4,592 | $16,150-71.6% | $13,210-65.2% | $11,403-59.7% |