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 | $697,137 | $172,111+305.1% | $150,298+363.8% | $137,256+407.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.43% | 69.37%-54.9pp | 62.79%-48.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $22,154 | $4,636+377.8% | $4,154+433.3% | $4,156+433.0% |
| Participant deferral / active EE | $21,041 | $6,166+241.3% | $5,453+285.9% | $6,407+228.4% |
| Admin fee / account holder | $20,521 | $16,471+24.6% | $14,116+45.4% | $12,270+67.2% |