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 | $829,294 | $133,922+519.2% | $116,228+613.5% | $142,382+482.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.26% | 147.76%-135.5pp | 90.06%-77.8pp | 217.08%-204.8pp |
| Employer contribution / active EE | $10,947 | $3,446+217.7% | $2,994+265.6% | $4,299+154.6% |
| Participant deferral / active EE | $7,035 | $5,672+24.0% | $4,953+42.0% | $6,507+8.1% |
| Admin fee / account holder | $4,904 | $14,945-67.2% | $11,989-59.1% | $12,624-61.1% |