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 | $697,640 | $176,056+296.3% | $159,436+337.6% | $167,490+316.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.05% | 331.75%-317.7pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $11,088 | $5,297+109.3% | $4,829+129.6% | $4,837+129.2% |
| Participant deferral / active EE | $14,729 | $7,750+90.1% | $7,352+100.3% | $6,341+132.3% |
| Admin fee / account holder | $14,851 | $12,554+18.3% | $10,799+37.5% | $12,309+20.6% |