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 | $278,540 | $124,185+124.3% | $108,410+156.9% | $167,490+66.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.77% | 1379.64%-1365.9pp | 905.27%-891.5pp | 478.56%-464.8pp |
| Employer contribution / active EE | $7,940 | $4,187+89.7% | $3,558+123.1% | $4,837+64.1% |
| Participant deferral / active EE | $9,737 | $6,908+40.9% | $6,563+48.4% | $6,341+53.6% |
| Admin fee / account holder | $21,783 | $9,455+130.4% | $7,295+198.6% | $12,309+77.0% |