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 | $822,376 | $183,519+348.1% | $155,509+428.8% | $145,922+463.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.07% | 61.17%-43.1pp | 64.67%-46.6pp | 561.29%-543.2pp |
| Employer contribution / active EE | $23,192 | $5,313+336.5% | $4,672+396.4% | $4,660+397.7% |
| Participant deferral / active EE | $15,250 | $6,462+136.0% | $5,626+171.1% | $6,688+128.0% |
| Admin fee / account holder | $8,641 | $19,313-55.3% | $15,912-45.7% | $13,397-35.5% |