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 | $609,946 | $177,572+243.5% | $154,803+294.0% | $142,382+328.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.03% | 65.07%-53.0pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $12,837 | $4,810+166.9% | $4,305+198.2% | $4,299+198.6% |
| Participant deferral / active EE | $3,135 | $6,272-50.0% | $5,540-43.4% | $6,507-51.8% |
| Admin fee / account holder | $179,104 | $16,786+967.0% | $14,329+1149.9% | $12,624+1318.8% |