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 | $820,065 | $159,602+413.8% | $150,045+446.5% | $142,382+476.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.82% | 70.24%-57.4pp | 62.55%-49.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $21,452 | $4,961+332.4% | $4,693+357.1% | $4,299+399.0% |
| Participant deferral / active EE | $18,449 | $8,310+122.0% | $7,997+130.7% | $6,507+183.5% |
| Admin fee / account holder | $22,782 | $14,846+53.4% | $13,435+69.6% | $12,624+80.5% |