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 | $875,092 | $183,963+375.7% | $162,163+439.6% | $152,861+472.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.23% | 150.76%-134.5pp | 115.59%-99.4pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,923 | $6,371-54.1% | $5,614-47.9% | $4,762-38.6% |
| Participant deferral / active EE | $7,065 | $8,034-12.1% | $7,298-3.2% | $5,850+20.8% |
| Admin fee / account holder | $27,122 | $13,121+106.7% | $10,843+150.1% | $11,596+133.9% |