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 | $673,278 | $176,056+282.4% | $159,436+322.3% | $167,490+302.0% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 10.78% | 331.75%-321.0pp | 263.57%-252.8pp | 478.56%-467.8pp |
| Employer contribution / active EE | $11,506 | $5,297+117.2% | $4,829+138.3% | $4,837+137.9% |
| Participant deferral / active EE | $9,310 | $7,750+20.1% | $7,352+26.6% | $6,341+46.8% |
| Admin fee / account holder | $339,686 | $12,554+2605.8% | $10,799+3045.7% | $12,309+2659.7% |