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 | $666,996 | $176,056+278.9% | $159,436+318.3% | $167,490+298.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.75% | 331.75%-321.0pp | 263.57%-252.8pp | 478.56%-467.8pp |
| Employer contribution / active EE | $6,600 | $5,297+24.6% | $4,829+36.7% | $4,837+36.4% |
| Participant deferral / active EE | $19,500 | $7,750+151.6% | $7,352+165.2% | $6,341+207.5% |
| Admin fee / account holder | $8,152 | $12,554-35.1% | $10,799-24.5% | $12,309-33.8% |