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 | $631,494 | $179,726+251.4% | $156,263+304.1% | $142,382+343.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.08% | 77.86%-66.8pp | 59.47%-48.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $20,070 | $5,069+295.9% | $4,333+363.2% | $4,299+366.8% |
| Participant deferral / active EE | $13,290 | $6,956+91.1% | $6,158+115.8% | $6,507+104.2% |
| Admin fee / account holder | $2,929 | $17,272-83.0% | $14,255-79.5% | $12,624-76.8% |