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 | $827,615 | $177,572+366.1% | $154,803+434.6% | $142,382+481.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.44% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $10,797 | $4,810+124.4% | $4,305+150.8% | $4,299+151.1% |
| Participant deferral / active EE | $12,535 | $6,272+99.9% | $5,540+126.2% | $6,507+92.6% |
| Admin fee / account holder | $466 | $16,786-97.2% | $14,329-96.7% | $12,624-96.3% |