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 | $976,702 | $175,202+457.5% | $149,673+552.6% | $139,434+600.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.37% | 166.71%-147.3pp | 134.42%-115.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,227 | $5,474-77.6% | $4,818-74.5% | $4,751-74.2% |
| Participant deferral / active EE | $6,414 | $6,519-1.6% | $5,680+12.9% | $6,710-4.4% |
| Admin fee / account holder | $30,301 | $16,150+87.6% | $13,210+129.4% | $11,403+165.7% |