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 | $737,914 | $155,788+373.7% | $124,672+491.9% | $167,490+340.6% |
| Participation rate | 88.9% | 81.1%+7.8pp | 74.6%+14.3pp | 82.1%+6.8pp |
| Annual return | 9.96% | 17.97%-8.0pp | 5142.93%-5133.0pp | 478.56%-468.6pp |
| Employer contribution / active EE | $7,251 | $4,163+74.2% | $3,324+118.2% | $4,837+49.9% |
| Participant deferral / active EE | $6,309 | $5,673+11.2% | $4,614+36.7% | $6,341-0.5% |
| Admin fee / account holder | $21,204 | $9,531+122.5% | $7,493+183.0% | $12,309+72.3% |