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 | $582,035 | $177,572+227.8% | $154,803+276.0% | $142,382+308.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.46% | 65.07%-53.6pp | 58.88%-47.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $14,771 | $4,810+207.1% | $4,305+243.1% | $4,299+243.6% |
| Participant deferral / active EE | $8,324 | $6,272+32.7% | $5,540+50.2% | $6,507+27.9% |
| Admin fee / account holder | $1,505 | $16,786-91.0% | $14,329-89.5% | $12,624-88.1% |