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 | $636,800 | $144,119+341.9% | $117,854+440.3% | $147,584+331.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.02% | 531.15%-517.1pp | 335.08%-321.1pp | 578.55%-564.5pp |
| Employer contribution / active EE | $8,605 | $4,896+75.7% | $3,786+127.3% | $4,876+76.5% |
| Participant deferral / active EE | $8,293 | $5,316+56.0% | $4,482+85.0% | $5,439+52.5% |
| Admin fee / account holder | $2,735 | $10,886-74.9% | $8,020-65.9% | $10,885-74.9% |