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 | $683,016 | $185,822+267.6% | $169,993+301.8% | $139,434+389.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.49% | 60.50%-38.0pp | 53.37%-30.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $9,097 | $7,590+19.8% | $6,785+34.1% | $4,751+91.5% |
| Participant deferral / active EE | $16,018 | $11,622+37.8% | $10,408+53.9% | $6,710+138.7% |
| Admin fee / account holder | $5,014 | $15,381-67.4% | $12,815-60.9% | $11,403-56.0% |