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 | $547,426 | $209,832+160.9% | $189,513+188.9% | $167,490+226.8% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 15.14% | 748.27%-733.1pp | 555.15%-540.0pp | 478.56%-463.4pp |
| Employer contribution / active EE | $6,000 | $6,914-13.2% | $6,162-2.6% | $4,837+24.0% |
| Participant deferral / active EE | $14,798 | $8,935+65.6% | $8,221+80.0% | $6,341+133.4% |
| Admin fee / account holder | $74,533 | $14,293+421.4% | $12,045+518.8% | $12,309+505.5% |