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 | $761,087 | $176,056+332.3% | $159,436+377.4% | $167,490+354.4% |
| Participation rate | 94.1% | 84.9%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 14.41% | 331.75%-317.3pp | 263.57%-249.2pp | 478.56%-464.1pp |
| Employer contribution / active EE | $4,343 | $5,297-18.0% | $4,829-10.1% | $4,837-10.2% |
| Participant deferral / active EE | $13,956 | $7,750+80.1% | $7,352+89.8% | $6,341+120.1% |
| Admin fee / account holder | $8,520 | $12,554-32.1% | $10,799-21.1% | $12,309-30.8% |