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 | $993,692 | $177,572+459.6% | $154,803+541.9% | $142,382+597.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.63% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $15,568 | $4,810+223.6% | $4,305+261.6% | $4,299+262.1% |
| Participant deferral / active EE | $16,390 | $6,272+161.3% | $5,540+195.8% | $6,507+151.9% |
| Admin fee / account holder | $2,119 | $16,786-87.4% | $14,329-85.2% | $12,624-83.2% |