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 | $599,517 | $179,726+233.6% | $156,263+283.7% | $142,382+321.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.33% | 77.86%-66.5pp | 59.47%-48.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $7,330 | $5,069+44.6% | $4,333+69.2% | $4,299+70.5% |
| Participant deferral / active EE | $17,232 | $6,956+147.7% | $6,158+179.8% | $6,507+164.8% |
| Admin fee / account holder | $4,512 | $17,272-73.9% | $14,255-68.3% | $12,624-64.3% |