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 | $994,226 | $183,519+441.8% | $155,509+539.3% | $145,922+581.3% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.3pp | 80.3%+15.2pp |
| Annual return | 20.63% | 61.17%-40.5pp | 64.67%-44.0pp | 561.29%-540.7pp |
| Employer contribution / active EE | $36,931 | $5,313+595.1% | $4,672+690.4% | $4,660+692.6% |
| Participant deferral / active EE | $9,536 | $6,462+47.6% | $5,626+69.5% | $6,688+42.6% |
| Admin fee / account holder | $8,122 | $19,313-57.9% | $15,912-49.0% | $13,397-39.4% |