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 | $575,933 | $178,174+223.2% | $156,181+268.8% | $137,256+319.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.20% | 84.19%-69.0pp | 64.87%-49.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $28,211 | $4,972+467.4% | $4,294+557.0% | $4,156+578.8% |
| Participant deferral / active EE | $15,800 | $6,888+129.4% | $6,132+157.7% | $6,407+146.6% |
| Admin fee / account holder | $10,242 | $17,404-41.2% | $14,586-29.8% | $12,270-16.5% |