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 | $730,810 | $165,984+340.3% | $164,813+343.4% | $145,922+400.8% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.1pp |
| Annual return | 16.45% | 100.03%-83.6pp | 69.93%-53.5pp | 561.29%-544.8pp |
| Employer contribution / active EE | $9,765 | $5,273+85.2% | $4,341+125.0% | $4,660+109.6% |
| Participant deferral / active EE | $14,713 | $6,959+111.4% | $6,031+143.9% | $6,688+120.0% |
| Admin fee / account holder | $51,044 | $16,648+206.6% | $12,690+302.2% | $13,397+281.0% |