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 | $929,752 | $177,572+423.6% | $154,803+500.6% | $142,382+553.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.15% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $74,667 | $4,810+1452.2% | $4,305+1634.2% | $4,299+1636.8% |
| Participant deferral / active EE | $3,375 | $6,272-46.2% | $5,540-39.1% | $6,507-48.1% |
| Admin fee / account holder | $6,630 | $16,786-60.5% | $14,329-53.7% | $12,624-47.5% |