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 | $493,435 | $202,432+143.8% | $169,368+191.3% | $139,434+253.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.19% | 531.74%-520.5pp | 405.60%-394.4pp | 372.94%-361.8pp |
| Employer contribution / active EE | $25,404 | $4,692+441.4% | $4,013+533.1% | $4,751+434.7% |
| Participant deferral / active EE | $16,200 | $6,938+133.5% | $6,221+160.4% | $6,710+141.4% |
| Admin fee / account holder | $16,489 | $10,708+54.0% | $9,003+83.1% | $11,403+44.6% |