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 | $832,521 | $165,984+401.6% | $164,813+405.1% | $145,922+470.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.45% | 100.03%-88.6pp | 69.93%-58.5pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,873 | $5,273-26.6% | $4,341-10.8% | $4,660-16.9% |
| Participant deferral / active EE | $17,313 | $6,959+148.8% | $6,031+187.0% | $6,688+158.9% |
| Admin fee / account holder | $21,500 | $16,648+29.1% | $12,690+69.4% | $13,397+60.5% |