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 | $680,830 | $177,572+283.4% | $154,803+339.8% | $142,382+378.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.77% | 65.07%-42.3pp | 58.88%-36.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $3,516 | $4,810-26.9% | $4,305-18.3% | $4,299-18.2% |
| Participant deferral / active EE | $15,500 | $6,272+147.1% | $5,540+179.8% | $6,507+138.2% |
| Admin fee / account holder | $14,850 | $16,786-11.5% | $14,329+3.6% | $12,624+17.6% |