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 | $978,866 | $227,553+330.2% | $189,557+416.4% | $167,490+484.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.05% | 78.40%-65.4pp | 64.17%-51.1pp | 478.56%-465.5pp |
| Employer contribution / active EE | $4,695 | $5,316-11.7% | $4,412+6.4% | $4,837-2.9% |
| Participant deferral / active EE | $10,626 | $7,002+51.8% | $6,174+72.1% | $6,341+67.6% |
| Admin fee / account holder | $9,182 | $11,878-22.7% | $9,807-6.4% | $12,309-25.4% |