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 | $719,349 | $183,519+292.0% | $155,509+362.6% | $145,922+393.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.56% | 61.17%-48.6pp | 64.67%-52.1pp | 561.29%-548.7pp |
| Employer contribution / active EE | $13,501 | $5,313+154.1% | $4,672+189.0% | $4,660+189.8% |
| Participant deferral / active EE | $11,998 | $6,462+85.7% | $5,626+113.2% | $6,688+79.4% |
| Admin fee / account holder | $1,312 | $19,313-93.2% | $15,912-91.8% | $13,397-90.2% |